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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,647 | $110,379+9.3% | $102,412+17.8% | $145,884-17.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.35% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $11,897 | $4,216+182.2% | $3,870+207.4% | $4,662+155.2% |
| Participant deferral / active EE | $17,742 | $5,622+215.6% | $5,060+250.6% | $6,690+165.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |