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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,446 | $110,379+18.2% | $102,412+27.4% | $145,884-10.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37 | $9,745-99.6% | $8,388-99.6% | $13,392-99.7% |