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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,963 | $103,164+25.0% | $90,259+42.9% | $154,746-16.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.89% | 19.25%-5.4pp | 18.88%-5.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,551 | $2,532+0.8% | $2,291+11.3% | $4,379-41.7% |
| Participant deferral / active EE | $8,199 | $4,422+85.4% | $3,827+114.3% | $6,730+21.8% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |