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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,905 | $103,393+1.5% | $87,103+20.4% | $152,909-31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.72% | 28.10%-8.4pp | 28.19%-8.5pp | 345.46%-325.7pp |
| Employer contribution / active EE | $4,589 | $3,221+42.5% | $2,521+82.0% | $4,764-3.7% |
| Participant deferral / active EE | $9,333 | $4,778+95.3% | $4,049+130.5% | $5,851+59.5% |
| Admin fee / account holder | $18 | $12,195-99.8% | $7,491-99.8% | $11,601-99.8% |