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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,633 | $112,729+4.3% | $98,716+19.2% | $137,256-14.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.63% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,560 | $2,725+67.3% | $2,279+100.1% | $4,156+9.7% |
| Participant deferral / active EE | $12,541 | $4,640+170.3% | $4,048+209.8% | $6,407+95.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |