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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,834 | $127,387+12.1% | $115,038+24.2% | $125,389+13.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.95% | 31.28%-30.3pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $3,627 | $5,166-29.8% | $4,608-21.3% | $4,866-25.5% |
| Participant deferral / active EE | $7,963 | $6,423+24.0% | $6,026+32.1% | $5,352+48.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |