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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,633 | $115,225+2.1% | $100,712+16.8% | $138,895-15.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.63% | 40.35%-22.7pp | 33.27%-15.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,560 | $2,771+64.6% | $2,313+97.2% | $4,194+8.7% |
| Participant deferral / active EE | $12,541 | $4,699+166.9% | $4,085+207.0% | $6,396+96.1% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |