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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,468 | $149,679-8.2% | $117,039+17.5% | $147,586-6.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 21.99% | 19.31%+2.7pp | 18.95%+3.0pp | 578.59%-556.6pp |
| Employer contribution / active EE | $7,176 | $4,937+45.4% | $3,785+89.6% | $4,876+47.2% |
| Participant deferral / active EE | $3,588 | $4,912-27.0% | $3,929-8.7% | $5,439-34.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |