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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,682 | $118,467+14.5% | $98,450+37.8% | $139,456-2.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 18.95%-7.1pp | 21.16%-9.3pp | 373.45%-361.6pp |
| Employer contribution / active EE | $1,926 | $3,611-46.6% | $3,049-36.8% | $4,753-59.5% |
| Participant deferral / active EE | $10,953 | $5,393+103.1% | $4,739+131.1% | $6,711+63.2% |
| Admin fee / account holder | $115 | $14,057-99.2% | $8,961-98.7% | $11,407-99.0% |