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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,397 | $110,379+6.4% | $102,412+14.6% | $145,884-19.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 43.29% | 24.84%+18.5pp | 24.94%+18.4pp | 551.85%-508.6pp |
| Employer contribution / active EE | $3,626 | $4,216-14.0% | $3,870-6.3% | $4,662-22.2% |
| Participant deferral / active EE | $9,276 | $5,622+65.0% | $5,060+83.3% | $6,690+38.7% |
| Admin fee / account holder | $156 | $9,745-98.4% | $8,388-98.1% | $13,392-98.8% |