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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,072 | $110,307-1.1% | $96,576+12.9% | $139,456-21.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.12% | 26.40%-13.3pp | 25.87%-12.8pp | 373.45%-360.3pp |
| Employer contribution / active EE | $5,495 | $3,619+51.8% | $2,965+85.3% | $4,753+15.6% |
| Participant deferral / active EE | $14,537 | $5,547+162.0% | $4,851+199.7% | $6,711+116.6% |
| Admin fee / account holder | $21 | $11,597-99.8% | $8,253-99.7% | $11,407-99.8% |