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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,471 | $124,980+5.2% | $108,359+21.3% | $154,746-15.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 17.95% | 45.00%-27.1pp | 36.89%-18.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $11,595 | $2,851+306.8% | $2,399+383.2% | $4,379+164.8% |
| Participant deferral / active EE | $4,679 | $4,743-1.3% | $4,137+13.1% | $6,730-30.5% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |