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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,741 | $115,225+14.3% | $100,712+30.8% | $138,895-5.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.78% | 40.35%-27.6pp | 33.27%-20.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $16,096 | $2,771+480.8% | $2,313+596.0% | $4,194+283.8% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |