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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,446 | $107,809+17.3% | $97,032+30.3% | $155,188-18.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.70% | 38.06%-20.4pp | 35.38%-17.7pp | 148.84%-131.1pp |
| Employer contribution / active EE | $10,000 | $2,911+243.5% | $2,629+280.4% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |