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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,379 | $127,387+11.8% | $115,038+23.8% | $125,389+13.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $12,719 | $5,166+146.2% | $4,608+176.0% | $4,866+161.4% |
| Participant deferral / active EE | $6,230 | $6,423-3.0% | $6,026+3.4% | $5,352+16.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |