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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,186 | $135,905+6.8% | $126,068+15.2% | $198,609-26.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 8.13% | 14.07%-5.9pp | 15.01%-6.9pp | 202.70%-194.6pp |
| Employer contribution / active EE | $9,401 | $4,245+121.4% | $3,968+136.9% | $5,055+86.0% |
| Participant deferral / active EE | $8,055 | $8,523-5.5% | $8,214-1.9% | $6,977+15.5% |
| Admin fee / account holder | $22 | $21,036-99.9% | $18,264-99.9% | $19,030-99.9% |