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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,864 | $161,352-1.5% | $134,172+18.4% | $137,256+15.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.33% | 28.72%-13.4pp | 25.30%-10.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $11,700 | $4,099+185.5% | $3,420+242.1% | $4,156+181.5% |
| Participant deferral / active EE | $3,900 | $5,552-29.8% | $4,690-16.9% | $6,407-39.1% |
| Admin fee / account holder | $73 | $15,028-99.5% | $12,016-99.4% | $12,270-99.4% |