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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,079 | $140,592-22.4% | $123,106-11.4% | $125,393-13.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 9.61% | 16.80%-7.2pp | 13.22%-3.6pp | 282.23%-272.6pp |
| Employer contribution / active EE | $4,171 | $6,041-30.9% | $5,151-19.0% | $4,866-14.3% |
| Participant deferral / active EE | $12,088 | $6,980+73.2% | $6,229+94.1% | $5,351+125.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |