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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,882 | $153,769+7.9% | $133,975+23.8% | $273,972-39.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.03% | 36.51%-22.5pp | 29.29%-15.3pp | 41.46%-27.4pp |
| Employer contribution / active EE | $12,000 | $6,029+99.0% | $5,211+130.3% | $4,869+146.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |