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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,027 | $115,780+9.7% | $101,255+25.5% | $158,931-20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.27% | 56.14%-35.9pp | 46.48%-26.2pp | 302.86%-282.6pp |
| Employer contribution / active EE | $1,759 | $4,175-57.9% | $3,660-51.9% | $4,761-63.1% |
| Participant deferral / active EE | $11,050 | $4,958+122.9% | $4,370+152.8% | $5,982+84.7% |
| Admin fee / account holder | $20 | $7,246-99.7% | $5,946-99.7% | $11,247-99.8% |