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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,641 | $140,592-19.9% | $123,105-8.5% | $125,389-10.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.74% | 16.80%-11.1pp | 13.22%-7.5pp | 282.24%-276.5pp |
| Employer contribution / active EE | $2,386 | $6,041-60.5% | $5,151-53.7% | $4,866-51.0% |
| Participant deferral / active EE | $13,630 | $6,980+95.3% | $6,229+118.8% | $5,352+154.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |