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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,027 | $115,814+9.7% | $101,275+25.4% | $158,982-20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.27% | 56.16%-35.9pp | 46.48%-26.2pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,759 | $4,176-57.9% | $3,660-51.9% | $4,763-63.1% |
| Participant deferral / active EE | $11,050 | $4,958+122.9% | $4,371+152.8% | $5,983+84.7% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |