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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,267 | $110,337+18.1% | $102,383+27.2% | $145,877-10.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $7,455 | $4,216+76.8% | $3,870+92.6% | $4,663+59.9% |
| Participant deferral / active EE | $19,140 | $5,621+240.5% | $5,060+278.3% | $6,691+186.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |