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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,465 | $115,814-1.2% | $101,275+13.0% | $158,982-28.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.10% | 56.16%-43.1pp | 46.48%-33.4pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,578 | $4,176-38.3% | $3,660-29.6% | $4,763-45.9% |
| Participant deferral / active EE | $6,034 | $4,958+21.7% | $4,371+38.1% | $5,983+0.8% |
| Admin fee / account holder | $202 | $7,249-97.2% | $5,948-96.6% | $11,252-98.2% |