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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,852 | $108,922-2.8% | $100,398+5.4% | $145,978-27.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 58.04%-46.8pp | 49.32%-38.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $566 | $4,426-87.2% | $3,946-85.7% | $4,662-87.9% |
| Participant deferral / active EE | $5,533 | $8,450-34.5% | $8,084-31.6% | $6,690-17.3% |
| Admin fee / account holder | $57 | $9,680-99.4% | $7,893-99.3% | $13,400-99.6% |