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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,256 | $110,240+8.2% | $96,544+23.5% | $139,487-14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.68% | 26.41%-15.7pp | 25.88%-15.2pp | 373.84%-363.2pp |
| Employer contribution / active EE | $12,881 | $3,622+255.6% | $2,966+334.2% | $4,755+170.9% |
| Participant deferral / active EE | $3,928 | $5,549-29.2% | $4,851-19.0% | $6,713-41.5% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |