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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,887 | $127,273+23.3% | $109,895+42.8% | $167,518-6.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.00% | 22.97%-6.0pp | 29.46%-12.5pp | 478.71%-461.7pp |
| Employer contribution / active EE | $3,432 | $3,324+3.2% | $2,843+20.7% | $4,838-29.1% |
| Participant deferral / active EE | $8,539 | $4,515+89.1% | $4,049+110.9% | $6,342+34.6% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |