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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,031 | $113,941+15.9% | $94,229+40.1% | $125,389+5.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 8.35% | 5.29%+3.1pp | 10.68%-2.3pp | 282.24%-273.9pp |
| Employer contribution / active EE | $41,442 | $4,727+776.7% | $3,587+1055.4% | $4,866+751.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |