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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,697 | $149,741-14.1% | $118,914+8.2% | $158,982-19.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.24% | 19.94%-0.7pp | 35.89%-16.7pp | 302.99%-283.8pp |
| Employer contribution / active EE | $18,692 | $4,119+353.8% | $3,264+472.6% | $4,763+292.4% |
| Participant deferral / active EE | $21,500 | $5,226+311.4% | $4,266+404.0% | $5,983+259.3% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |