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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,351 | $97,648+26.3% | $121,663+1.4% | $87,485+41.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 20.75% | 18.03%+2.7pp | 147.54%-126.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $2,602 | $2,300+13.1% | $3,020-13.9% | $2,596+0.2% |
| Participant deferral / active EE | $4,538 | $3,923+15.7% | $4,887-7.1% | $4,274+6.2% |
| Admin fee / account holder | $129 | $11,100-98.8% | $14,289-99.1% | $7,775-98.3% |