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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,336 | $135,956+4.7% | $123,894+14.9% | $273,972-48.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.71% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $22,701 | $5,170+339.1% | $4,617+391.7% | $4,869+366.3% |
| Participant deferral / active EE | $14,076 | $6,343+121.9% | $5,984+135.2% | $5,287+166.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |