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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,230 | $88,996+47.5% | $78,004+68.2% | $138,895-5.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.07% | 28.03%-13.0pp | 31.07%-16.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,892 | $2,917-35.1% | $2,469-23.4% | $4,194-54.9% |
| Participant deferral / active EE | $14,496 | $4,724+206.8% | $4,092+254.3% | $6,396+126.6% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |