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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,397 | $111,814+5.0% | $103,378+13.6% | $145,978-19.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 43.29% | 24.80%+18.5pp | 24.91%+18.4pp | 550.52%-507.2pp |
| Employer contribution / active EE | $3,626 | $4,215-14.0% | $3,870-6.3% | $4,662-22.2% |
| Participant deferral / active EE | $9,276 | $5,618+65.1% | $5,058+83.4% | $6,690+38.7% |
| Admin fee / account holder | $156 | $9,764-98.4% | $8,401-98.1% | $13,400-98.8% |