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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,210 | $107,809+25.4% | $97,032+39.3% | $155,188-12.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.95% | 38.06%-19.1pp | 35.38%-16.4pp | 148.84%-129.9pp |
| Employer contribution / active EE | $10,133 | $2,911+248.1% | $2,629+285.5% | $4,248+138.6% |
| Participant deferral / active EE | $9,788 | $5,129+90.8% | $4,672+109.5% | $6,531+49.9% |
| Admin fee / account holder | $186 | $10,717-98.3% | $9,418-98.0% | $14,480-98.7% |