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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,255 | $106,247+8.5% | $96,515+19.4% | $139,466-17.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.29% | 38.47%-21.2pp | 35.73%-18.4pp | 373.66%-356.4pp |
| Employer contribution / active EE | $6,168 | $4,106+50.2% | $3,740+65.0% | $4,754+29.8% |
| Participant deferral / active EE | $17,419 | $5,456+219.3% | $4,880+257.0% | $6,712+159.5% |
| Admin fee / account holder | $35 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |