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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,753 | $115,225+18.7% | $100,712+35.8% | $138,895-1.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.16% | 40.35%-27.2pp | 33.27%-20.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,371 | $2,771+57.8% | $2,313+89.0% | $4,194+4.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |