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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,435 | $106,247+2.1% | $96,515+12.4% | $139,466-22.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.99% | 38.47%-20.5pp | 35.73%-17.7pp | 373.66%-355.7pp |
| Employer contribution / active EE | $7,457 | $4,106+81.6% | $3,740+99.4% | $4,754+56.9% |
| Participant deferral / active EE | $12,869 | $5,456+135.9% | $4,880+163.7% | $6,712+91.7% |
| Admin fee / account holder | $11 | $7,885-99.9% | $6,735-99.8% | $11,409-99.9% |