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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,471 | $112,729+16.6% | $98,716+33.2% | $137,256-4.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 17.95% | 38.48%-20.5pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $11,595 | $2,725+325.5% | $2,279+408.9% | $4,156+179.0% |
| Participant deferral / active EE | $4,679 | $4,640+0.8% | $4,048+15.6% | $6,407-27.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |