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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,155 | $135,956+4.6% | $123,894+14.7% | $273,972-48.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.90% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $11,327 | $5,170+119.1% | $4,617+145.3% | $4,869+132.6% |
| Participant deferral / active EE | $9,366 | $6,343+47.7% | $5,984+56.5% | $5,287+77.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |