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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,191 | $123,155-8.9% | $108,753+3.2% | $155,188-27.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.84% | 44.73%-30.9pp | 37.47%-23.6pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,996 | $2,811+6.6% | $2,427+23.5% | $4,248-29.5% |
| Participant deferral / active EE | $13,752 | $4,623+197.5% | $4,115+234.2% | $6,531+110.6% |
| Admin fee / account holder | $50 | $12,126-99.6% | $10,320-99.5% | $14,480-99.7% |