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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,464 | $102,938+5.4% | $94,105+15.3% | $138,895-21.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.91% | 250.28%-231.4pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $6,707 | $2,732+145.5% | $2,504+167.8% | $4,194+59.9% |
| Participant deferral / active EE | $25,599 | $4,196+510.0% | $3,881+559.6% | $6,396+300.2% |
| Admin fee / account holder | $132 | $6,600-98.0% | $6,199-97.9% | $12,562-98.9% |