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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,163 | $112,729+28.8% | $98,716+47.1% | $137,256+5.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.71% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,252 | $2,725-17.4% | $2,279-1.2% | $4,156-45.8% |
| Participant deferral / active EE | $4,646 | $4,640+0.1% | $4,048+14.8% | $6,407-27.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |