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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,963 | $99,380+29.8% | $90,312+42.8% | $155,188-16.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 13.89% | 19.35%-5.5pp | 18.90%-5.0pp | 148.84%-134.9pp |
| Employer contribution / active EE | $2,551 | $2,390+6.7% | $2,243+13.8% | $4,248-39.9% |
| Participant deferral / active EE | $8,199 | $4,212+94.7% | $3,749+118.7% | $6,531+25.5% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |