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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,727 | $115,901+36.1% | $100,525+56.9% | $158,931-0.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.75% | 34.80%-20.1pp | 30.89%-16.1pp | 302.86%-288.1pp |
| Employer contribution / active EE | $13,408 | $4,104+226.7% | $3,418+292.3% | $4,761+181.6% |
| Participant deferral / active EE | $6,133 | $6,675-8.1% | $6,270-2.2% | $5,982+2.5% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |