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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,370 | $91,559+27.1% | $133,971-13.1% | $79,852+45.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.24% | 61.85%-47.6pp | 45.09%-30.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $5,758 | $2,384+141.5% | $3,919+46.9% | $2,471+133.0% |
| Participant deferral / active EE | $3,546 | $3,734-5.0% | $5,047-29.7% | $3,740-5.2% |
| Admin fee / account holder | $289 | $6,321-95.4% | $8,929-96.8% | $5,306-94.6% |