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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,067 | $153,769-1.1% | $133,975+13.5% | $273,972-44.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.34% | 36.51%-24.2pp | 29.29%-16.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $10,697 | $6,029+77.4% | $5,211+105.3% | $4,869+119.7% |
| Participant deferral / active EE | $8,754 | $6,958+25.8% | $6,282+39.4% | $5,287+65.6% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |