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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,965 | $114,119-8.0% | $107,187-2.1% | $138,895-24.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.52% | 273.21%-256.7pp | 204.55%-188.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,442 | $4,059-39.8% | $3,782-35.4% | $4,194-41.8% |
| Participant deferral / active EE | $10,733 | $5,538+93.8% | $5,096+110.6% | $6,396+67.8% |
| Admin fee / account holder | $18 | $10,024-99.8% | $9,162-99.8% | $12,562-99.9% |