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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,937 | $98,766+2.2% | $149,730-32.6% | $79,852+26.4% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 15.60% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $3,641 | $3,217+13.2% | $4,645-21.6% | $2,471+47.4% |
| Participant deferral / active EE | $8,632 | $5,681+51.9% | $6,843+26.2% | $3,740+130.8% |
| Admin fee / account holder | $64 | $6,052-98.9% | $9,310-99.3% | $5,306-98.8% |