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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,129 | $115,917+1.0% | $100,535+16.5% | $158,982-26.3% |
| Participation rate | 90.5% | 81.6%+8.9pp | 79.4%+11.1pp | 82.0%+8.5pp |
| Annual return | 25.01% | 34.80%-9.8pp | 30.90%-5.9pp | 302.99%-278.0pp |
| Employer contribution / active EE | $6,449 | $4,105+57.1% | $3,419+88.7% | $4,763+35.4% |
| Participant deferral / active EE | $2,701 | $6,677-59.5% | $6,271-56.9% | $5,983-54.9% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |