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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,230 | $106,588+23.1% | $94,215+39.3% | $155,188-15.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.07% | 29.39%-14.3pp | 28.22%-13.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,892 | $3,080-38.6% | $2,675-29.3% | $4,248-55.5% |
| Participant deferral / active EE | $14,496 | $4,802+201.8% | $4,276+239.0% | $6,531+121.9% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |