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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,753 | $123,155+11.0% | $108,753+25.7% | $155,188-11.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.16% | 44.73%-31.6pp | 37.47%-24.3pp | 148.84%-135.7pp |
| Employer contribution / active EE | $4,371 | $2,811+55.5% | $2,427+80.1% | $4,248+2.9% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |