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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,289 | $107,809-4.2% | $97,032+6.4% | $155,188-33.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.26% | 38.06%-15.8pp | 35.38%-13.1pp | 148.84%-126.6pp |
| Employer contribution / active EE | $6,178 | $2,911+112.2% | $2,629+135.0% | $4,248+45.4% |
| Participant deferral / active EE | $7,722 | $5,129+50.5% | $4,672+65.3% | $6,531+18.2% |
| Admin fee / account holder | $206 | $10,717-98.1% | $9,418-97.8% | $14,480-98.6% |