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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,837 | $110,379+14.9% | $102,412+23.8% | $145,884-13.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,468 | $4,216-17.8% | $3,870-10.4% | $4,662-25.6% |
| Participant deferral / active EE | $12,377 | $5,622+120.2% | $5,060+144.6% | $6,690+85.0% |
| Admin fee / account holder | $16 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |