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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,164 | $115,225-5.3% | $100,712+8.4% | $138,895-21.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.62% | 40.35%-23.7pp | 33.27%-16.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $7,990 | $2,771+188.3% | $2,313+245.5% | $4,194+90.5% |
| Participant deferral / active EE | $9,080 | $4,699+93.2% | $4,085+122.3% | $6,396+42.0% |
| Admin fee / account holder | $2 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |