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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,930 | $162,821-27.0% | $133,978-11.2% | $158,982-25.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.33% | 41.95%-23.6pp | 45.10%-26.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $5,562 | $4,976+11.8% | $3,919+41.9% | $4,763+16.8% |
| Participant deferral / active EE | $6,233 | $5,910+5.5% | $5,047+23.5% | $5,983+4.2% |
| Admin fee / account holder | $37 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |