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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,713 | $116,203-9.0% | $93,621+12.9% | $152,897-30.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.62% | 35.96%-18.3pp | 32.76%-15.1pp | 345.43%-327.8pp |
| Employer contribution / active EE | $10,515 | $3,219+226.7% | $2,719+286.8% | $4,764+120.7% |
| Participant deferral / active EE | $7,144 | $4,605+55.1% | $4,070+75.5% | $5,851+22.1% |
| Admin fee / account holder | $45 | $10,751-99.6% | $7,890-99.4% | $11,599-99.6% |