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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,106 | $114,013-0.8% | $103,693+9.1% | $155,188-27.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.32% | 49.31%-27.0pp | 47.61%-25.3pp | 148.84%-126.5pp |
| Employer contribution / active EE | $5,281 | $3,131+68.7% | $2,920+80.8% | $4,248+24.3% |
| Participant deferral / active EE | $18,308 | $4,970+268.4% | $4,579+299.8% | $6,531+180.3% |
| Admin fee / account holder | $227 | $8,407-97.3% | $7,858-97.1% | $14,480-98.4% |