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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,414 | $97,125+8.5% | $86,233+22.2% | $137,256-23.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.54% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5,572 | $2,841+96.1% | $2,504+122.5% | $4,156+34.1% |
| Participant deferral / active EE | $18,091 | $5,180+249.3% | $4,559+296.8% | $6,407+182.4% |
| Admin fee / account holder | $214 | $9,725-97.8% | $8,342-97.4% | $12,270-98.3% |