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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,079 | $117,895+1.9% | $102,460+17.2% | $145,897-17.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.97% | 31.92%-14.0pp | 29.47%-11.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $3,468 | $3,619-4.2% | $3,025+14.6% | $4,663-25.6% |
| Participant deferral / active EE | $12,051 | $5,736+110.1% | $5,056+138.3% | $6,689+80.1% |
| Admin fee / account holder | $20 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |