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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,087 | $117,846+6.1% | $102,434+22.1% | $145,884-14.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 31.90%-18.9pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,618 | $3,615-55.2% | $3,023-46.5% | $4,662-65.3% |
| Participant deferral / active EE | $3,847 | $5,733-32.9% | $5,055-23.9% | $6,690-42.5% |
| Admin fee / account holder | $277 | $13,356-97.9% | $9,462-97.1% | $13,392-97.9% |