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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,877 | $104,251+30.3% | $91,004+49.3% | $147,586-7.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.74% | 27.06%-17.3pp | 4.60%+5.1pp | 578.59%-568.9pp |
| Employer contribution / active EE | $13,890 | $3,116+345.8% | $2,456+465.6% | $4,876+184.9% |
| Participant deferral / active EE | $12,341 | $4,195+194.2% | $3,548+247.9% | $5,439+126.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |