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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,931 | $113,339+10.2% | $94,993+31.5% | $147,585-15.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.82% | 20.77%+1.1pp | 27.12%-5.3pp | 578.57%-556.8pp |
| Employer contribution / active EE | $2,793 | $3,160-11.6% | $2,603+7.3% | $4,876-42.7% |
| Participant deferral / active EE | $11,619 | $3,777+207.6% | $3,317+250.3% | $5,439+113.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |