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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,199 | $97,125+4.2% | $86,233+17.4% | $137,256-26.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.90% | 74.19%-50.3pp | 61.39%-37.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $10,806 | $2,841+280.3% | $2,504+331.5% | $4,156+160.0% |
| Participant deferral / active EE | $22,020 | $5,180+325.1% | $4,559+383.0% | $6,407+243.7% |
| Admin fee / account holder | $160 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |