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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,631 | $149,778-16.8% | $118,946+4.8% | $158,966-21.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.56% | 19.95%-4.4pp | 35.89%-20.3pp | 302.95%-287.4pp |
| Employer contribution / active EE | $5,461 | $4,117+32.6% | $3,263+67.3% | $4,762+14.7% |
| Participant deferral / active EE | $4,949 | $5,225-5.3% | $4,266+16.0% | $5,983-17.3% |
| Admin fee / account holder | $37 | $8,604-99.6% | $6,581-99.4% | $11,250-99.7% |