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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,089 | $111,814+20.8% | $103,374+30.7% | $145,959-7.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.97% | 24.77%-2.8pp | 24.89%-2.9pp | 561.95%-540.0pp |
| Employer contribution / active EE | $5,304 | $4,214+25.9% | $3,869+37.1% | $4,661+13.8% |
| Participant deferral / active EE | $9,570 | $5,618+70.3% | $5,058+89.2% | $6,689+43.1% |
| Admin fee / account holder | $68 | $9,754-99.3% | $8,394-99.2% | $13,398-99.5% |