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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,896 | $115,917+32.8% | $100,535+53.1% | $158,982-3.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.65% | 34.80%-23.2pp | 30.90%-19.2pp | 302.99%-291.3pp |
| Employer contribution / active EE | $1,833 | $4,105-55.4% | $3,419-46.4% | $4,763-61.5% |
| Participant deferral / active EE | $8,085 | $6,677+21.1% | $6,271+28.9% | $5,983+35.1% |
| Admin fee / account holder | $128 | $11,002-98.8% | $8,085-98.4% | $11,252-98.9% |