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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,682 | $152,074+13.6% | $137,474+25.6% | $198,609-13.1% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 4.54% | 10.68%-6.1pp | 11.53%-7.0pp | 202.70%-198.2pp |
| Employer contribution / active EE | $21,375 | $5,444+292.6% | $5,048+323.4% | $5,055+322.8% |
| Participant deferral / active EE | $23,000 | $6,522+252.7% | $6,155+273.7% | $6,977+229.7% |
| Admin fee / account holder | $0 | $11,950-100.0% | $10,602-100.0% | $19,030-100.0% |