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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,899 | $118,467+28.2% | $98,450+54.3% | $139,456+8.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 18.95%-2.7pp | 21.16%-4.9pp | 373.45%-357.2pp |
| Employer contribution / active EE | $4,003 | $3,611+10.9% | $3,049+31.3% | $4,753-15.8% |
| Participant deferral / active EE | $2,994 | $5,393-44.5% | $4,739-36.8% | $6,711-55.4% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |