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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,209 | $98,240+22.4% | $82,312+46.0% | $147,586-18.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.21% | 30.85%-20.6pp | 25.88%-15.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $3,464 | $3,192+8.5% | $2,428+42.6% | $4,876-29.0% |
| Participant deferral / active EE | $2,671 | $4,383-39.1% | $3,706-27.9% | $5,439-50.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |