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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,240 | $228,352-53.9% | $185,835-43.4% | $158,966-33.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.58% | 40.81%-27.2pp | 35.96%-22.4pp | 302.95%-289.4pp |
| Employer contribution / active EE | $4,167 | $4,967-16.1% | $4,087+1.9% | $4,762-12.5% |
| Participant deferral / active EE | $11,365 | $6,416+77.1% | $5,633+101.7% | $5,983+89.9% |
| Admin fee / account holder | $280 | $11,867-97.6% | $9,502-97.1% | $11,250-97.5% |