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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,993 | $162,821-33.7% | $133,978-19.4% | $158,982-32.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.24% | 41.95%-29.7pp | 45.10%-32.9pp | 302.99%-290.7pp |
| Employer contribution / active EE | $8,411 | $4,976+69.0% | $3,919+114.6% | $4,763+76.6% |
| Participant deferral / active EE | $12,235 | $5,910+107.0% | $5,047+142.4% | $5,983+104.5% |
| Admin fee / account holder | $184 | $11,742-98.4% | $8,930-97.9% | $11,252-98.4% |