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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,509 | $110,410+4.6% | $102,437+12.8% | $145,897-20.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.37% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,825 | $4,217+14.4% | $3,871+24.7% | $4,663+3.5% |
| Participant deferral / active EE | $11,921 | $5,622+112.1% | $5,060+135.6% | $6,689+78.2% |
| Admin fee / account holder | $250 | $9,745-97.4% | $8,388-97.0% | $13,390-98.1% |