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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,882 | $127,386-11.4% | $115,037-1.9% | $125,388-10.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 9.87% | 31.28%-21.4pp | 26.14%-16.3pp | 282.24%-272.4pp |
| Employer contribution / active EE | $13,169 | $5,166+154.9% | $4,608+185.8% | $4,866+170.6% |
| Participant deferral / active EE | $10,450 | $6,423+62.7% | $6,026+73.4% | $5,352+95.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |