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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,039 | $123,0000% | $105,582+16.5% | $198,609-38.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 11.51% | 18.31%-6.8pp | 18.61%-7.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $8,597 | $3,582+140.0% | $2,984+188.1% | $5,055+70.1% |
| Participant deferral / active EE | $8,067 | $5,013+60.9% | $4,353+85.3% | $6,977+15.6% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |