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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,121 | $115,814+6.3% | $101,275+21.6% | $158,982-22.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.20% | 56.16%-38.0pp | 46.48%-28.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $10,850 | $4,176+159.8% | $3,660+196.4% | $4,763+127.8% |
| Participant deferral / active EE | $11,711 | $4,958+136.2% | $4,371+167.9% | $5,983+95.7% |
| Admin fee / account holder | $286 | $7,249-96.1% | $5,948-95.2% | $11,252-97.5% |