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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,683 | $111,814+3.5% | $103,378+11.9% | $145,978-20.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.31% | 24.80%-7.5pp | 24.91%-7.6pp | 550.52%-533.2pp |
| Employer contribution / active EE | $19,400 | $4,215+360.3% | $3,870+401.2% | $4,662+316.1% |
| Participant deferral / active EE | $4,233 | $5,618-24.6% | $5,058-16.3% | $6,690-36.7% |
| Admin fee / account holder | $20 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |