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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,664 | $103,393+16.7% | $87,103+38.5% | $152,909-21.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.66% | 28.10%-9.4pp | 28.19%-9.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $7,773 | $3,221+141.3% | $2,521+208.3% | $4,764+63.2% |
| Participant deferral / active EE | $2,178 | $4,778-54.4% | $4,049-46.2% | $5,851-62.8% |
| Admin fee / account holder | $59 | $12,195-99.5% | $7,491-99.2% | $11,601-99.5% |