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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,046 | $153,769-2.4% | $133,975+12.0% | $273,972-45.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.60% | 36.51%-32.9pp | 29.29%-25.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $8,160 | $6,029+35.3% | $5,211+56.6% | $4,869+67.6% |
| Participant deferral / active EE | $11,733 | $6,958+68.6% | $6,282+86.8% | $5,287+121.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |