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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,164 | $124,980-12.7% | $108,359+0.7% | $154,746-29.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.62% | 45.00%-28.4pp | 36.89%-20.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $7,990 | $2,851+180.3% | $2,399+233.0% | $4,379+82.5% |
| Participant deferral / active EE | $9,080 | $4,743+91.4% | $4,137+119.5% | $6,730+34.9% |
| Admin fee / account holder | $2 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |