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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,531 | $105,856+19.5% | $90,161+40.3% | $147,586-14.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.76% | 37.63%-26.9pp | 34.89%-24.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $3,829 | $4,126-7.2% | $3,318+15.4% | $4,876-21.5% |
| Participant deferral / active EE | $10,587 | $5,733+84.7% | $5,287+100.2% | $5,439+94.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |