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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,142 | $112,729+30.5% | $98,716+49.1% | $137,256+7.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.78% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,951 | $2,725+8.3% | $2,279+29.5% | $4,156-29.0% |
| Participant deferral / active EE | $4,886 | $4,640+5.3% | $4,048+20.7% | $6,407-23.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |