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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,440 | $182,442-42.8% | $163,379-36.1% | $138,895-24.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 22.25% | 72.74%-50.5pp | 63.41%-41.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $5,642 | $4,159+35.6% | $3,752+50.4% | $4,194+34.5% |
| Participant deferral / active EE | $12,050 | $6,817+76.8% | $6,282+91.8% | $6,396+88.4% |
| Admin fee / account holder | $116 | $10,396-98.9% | $9,818-98.8% | $12,562-99.1% |