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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,717 | $106,280+4.2% | $96,538+14.7% | $139,487-20.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.65% | 38.48%-24.8pp | 35.74%-22.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $13,348 | $4,107+225.0% | $3,740+256.9% | $4,755+180.7% |
| Participant deferral / active EE | $10,080 | $5,457+84.7% | $4,880+106.5% | $6,713+50.2% |
| Admin fee / account holder | $4 | $7,888-99.9% | $6,737-99.9% | $11,407-100.0% |