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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,424 | $107,666-0.2% | $102,184+5.1% | $154,746-30.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.95% | 29.33%-11.4pp | 31.58%-13.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $7,369 | $3,846+91.6% | $3,594+105.1% | $4,379+68.3% |
| Participant deferral / active EE | $16,636 | $8,719+90.8% | $8,309+100.2% | $6,730+147.2% |
| Admin fee / account holder | $123 | $12,943-99.1% | $11,609-98.9% | $14,365-99.1% |