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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,289 | $97,125+6.3% | $86,233+19.8% | $137,256-24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.26% | 74.19%-51.9pp | 61.39%-39.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $6,178 | $2,841+117.4% | $2,504+146.7% | $4,156+48.6% |
| Participant deferral / active EE | $7,722 | $5,180+49.1% | $4,559+69.4% | $6,407+20.5% |
| Admin fee / account holder | $206 | $9,725-97.9% | $8,342-97.5% | $12,270-98.3% |