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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,128 | $115,903+8.0% | $100,528+24.5% | $158,966-21.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.47% | 34.80%-20.3pp | 30.90%-16.4pp | 302.95%-288.5pp |
| Employer contribution / active EE | $4,111 | $4,105+0.1% | $3,419+20.2% | $4,762-13.7% |
| Participant deferral / active EE | $8,378 | $6,677+25.5% | $6,271+33.6% | $5,983+40.0% |
| Admin fee / account holder | $69 | $11,000-99.4% | $8,084-99.1% | $11,250-99.4% |