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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,443 | $77,449+36.1% | $69,483+51.8% | $152,909-31.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.34% | 39.09%-15.8pp | 28.99%-5.6pp | 345.46%-322.1pp |
| Employer contribution / active EE | $2,684 | $3,316-19.1% | $2,780-3.5% | $4,764-43.7% |
| Participant deferral / active EE | $2,360 | $4,415-46.5% | $3,537-33.3% | $5,851-59.7% |
| Admin fee / account holder | $74 | $6,210-98.8% | $3,841-98.1% | $11,601-99.4% |