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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,273 | $110,379+4.4% | $102,412+12.6% | $145,884-21.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.77% | 24.84%-4.1pp | 24.94%-4.2pp | 551.85%-531.1pp |
| Employer contribution / active EE | $10,000 | $4,216+137.2% | $3,870+158.4% | $4,662+114.5% |
| Participant deferral / active EE | $11,134 | $5,622+98.1% | $5,060+120.0% | $6,690+66.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |