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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,039 | $107,733+14.2% | $92,985+32.3% | $154,746-20.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.51% | 30.39%-18.9pp | 27.99%-16.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $8,597 | $3,126+175.0% | $2,662+222.9% | $4,379+96.3% |
| Participant deferral / active EE | $8,067 | $5,053+59.6% | $4,377+84.3% | $6,730+19.9% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |