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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,758 | $92,798+5.3% | $96,707+1.1% | $137,256-28.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 13.36% | 31.24%-17.9pp | 34.78%-21.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $10,036 | $4,147+142.0% | $4,191+139.5% | $4,156+141.5% |
| Participant deferral / active EE | $10,504 | $5,877+78.7% | $5,997+75.2% | $6,407+63.9% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |