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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,741 | $112,729+16.9% | $98,716+33.5% | $137,256-4.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.78% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $16,096 | $2,725+490.6% | $2,279+606.4% | $4,156+287.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |