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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,981 | $115,814+3.6% | $101,275+18.5% | $158,982-24.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.13% | 56.16%-35.0pp | 46.48%-25.4pp | 302.99%-281.9pp |
| Employer contribution / active EE | $4,136 | $4,176-1.0% | $3,660+13.0% | $4,763-13.2% |
| Participant deferral / active EE | $12,175 | $4,958+145.6% | $4,371+178.6% | $5,983+103.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |