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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,526 | $118,496+0.9% | $98,461+21.4% | $139,466-14.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 18.96%+0.7pp | 21.17%-1.5pp | 373.66%-354.0pp |
| Employer contribution / active EE | $7,803 | $3,611+116.1% | $3,049+155.9% | $4,754+64.1% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $269 | $14,056-98.1% | $8,961-97.0% | $11,409-97.6% |