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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,964 | $100,970+3.0% | $96,576+7.6% | $137,256-24.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.44% | 38.16%-13.7pp | 38.47%-14.0pp | 220.34%-195.9pp |
| Employer contribution / active EE | $13,000 | $3,809+241.3% | $3,553+265.9% | $4,156+212.8% |
| Participant deferral / active EE | $17,410 | $8,286+110.1% | $7,956+118.8% | $6,407+171.7% |
| Admin fee / account holder | $170 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |