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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,596 | $118,877+5.7% | $96,570+30.1% | $167,536-25.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.58% | 50.50%-40.9pp | 37.79%-28.2pp | 478.82%-469.2pp |
| Employer contribution / active EE | $24,031 | $3,121+670.1% | $2,357+919.5% | $4,839+396.6% |
| Participant deferral / active EE | $2,499 | $4,617-45.9% | $3,849-35.1% | $6,342-60.6% |
| Admin fee / account holder | $127 | $8,069-98.4% | $6,182-98.0% | $12,315-99.0% |