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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,396 | $114,013+17.9% | $103,693+29.6% | $155,188-13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.44% | 49.31%-36.9pp | 47.61%-35.2pp | 148.84%-136.4pp |
| Employer contribution / active EE | $10,913 | $3,131+248.5% | $2,920+273.7% | $4,248+156.9% |
| Participant deferral / active EE | $5,551 | $4,970+11.7% | $4,579+21.2% | $6,531-15.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |