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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,170 | $127,298+20.3% | $109,916+39.4% | $167,553-8.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.99% | 22.97%-11.0pp | 29.46%-17.5pp | 478.89%-466.9pp |
| Employer contribution / active EE | $18,567 | $3,325+458.4% | $2,844+552.8% | $4,840+283.6% |
| Participant deferral / active EE | $4,084 | $4,513-9.5% | $4,047+0.9% | $6,343-35.6% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |