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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,638 | $228,395-41.9% | $185,861-28.6% | $158,982-16.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.09% | 40.82%-33.7pp | 35.96%-28.9pp | 302.99%-295.9pp |
| Employer contribution / active EE | $6,667 | $4,968+34.2% | $4,088+63.1% | $4,763+40.0% |
| Participant deferral / active EE | $17,333 | $6,417+170.1% | $5,634+207.7% | $5,983+189.7% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |