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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,699 | $110,307+13.0% | $96,576+29.1% | $139,456-10.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.86% | 26.40%-6.5pp | 25.87%-6.0pp | 373.45%-353.6pp |
| Employer contribution / active EE | $907 | $3,619-75.0% | $2,965-69.4% | $4,753-80.9% |
| Participant deferral / active EE | $12,000 | $5,547+116.3% | $4,851+147.4% | $6,711+78.8% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |