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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,642 | $135,956+15.2% | $123,894+26.4% | $273,972-42.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.25% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $13,843 | $5,170+167.8% | $4,617+199.8% | $4,869+184.3% |
| Participant deferral / active EE | $14,125 | $6,343+122.7% | $5,984+136.0% | $5,287+167.2% |
| Admin fee / account holder | $188 | $9,817-98.1% | $8,357-97.7% | $10,133-98.1% |