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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,262 | $116,203+0.1% | $93,621+24.2% | $152,897-24.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.50% | 35.96%-17.5pp | 32.76%-14.3pp | 345.43%-326.9pp |
| Employer contribution / active EE | $8,942 | $3,219+177.8% | $2,719+228.9% | $4,764+87.7% |
| Participant deferral / active EE | $8,367 | $4,605+81.7% | $4,070+105.6% | $5,851+43.0% |
| Admin fee / account holder | $180 | $10,751-98.3% | $7,890-97.7% | $11,599-98.4% |