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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,552 | $110,337+27.4% | $102,383+37.3% | $145,877-3.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.69% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,268 | $4,216-22.5% | $3,870-15.6% | $4,663-29.9% |
| Participant deferral / active EE | $1,843 | $5,621-67.2% | $5,060-63.6% | $6,691-72.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |