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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,267 | $115,917-10.0% | $100,535+3.7% | $158,982-34.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.76% | 34.80%-20.0pp | 30.90%-16.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $5,993 | $4,105+46.0% | $3,419+75.3% | $4,763+25.8% |
| Participant deferral / active EE | $10,340 | $6,677+54.9% | $6,271+64.9% | $5,983+72.8% |
| Admin fee / account holder | $133 | $11,002-98.8% | $8,085-98.4% | $11,252-98.8% |