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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,040 | $99,053+25.2% | $88,179+40.7% | $138,895-10.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.31% | 78.17%-60.9pp | 64.97%-47.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,581 | $2,882-10.4% | $2,549+1.3% | $4,194-38.5% |
| Participant deferral / active EE | $14,979 | $5,225+186.7% | $4,614+224.7% | $6,396+134.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |