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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,230 | $112,729+52.8% | $98,716+74.5% | $137,256+25.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.01% | 38.48%-20.5pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,160 | $4,640+226.7% | $4,048+274.5% | $6,407+136.6% |
| Admin fee / account holder | $3 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |