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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,072 | $115,810+2.8% | $101,271+17.6% | $158,966-25.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.23% | 56.15%-37.9pp | 46.48%-28.3pp | 302.95%-284.7pp |
| Employer contribution / active EE | $2,120 | $4,175-49.2% | $3,660-42.1% | $4,762-55.5% |
| Participant deferral / active EE | $8,488 | $4,958+71.2% | $4,371+94.2% | $5,983+41.9% |
| Admin fee / account holder | $16 | $7,248-99.8% | $5,948-99.7% | $11,250-99.9% |