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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,635 | $117,444-0.7% | $99,479+17.2% | $152,909-23.7% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.5%+9.2pp |
| Annual return | 23.99% | 31.87%-7.9pp | 30.72%-6.7pp | 345.46%-321.5pp |
| Employer contribution / active EE | $8,332 | $3,014+176.5% | $2,540+228.0% | $4,764+74.9% |
| Participant deferral / active EE | $3,740 | $4,086-8.5% | $3,619+3.3% | $5,851-36.1% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |