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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,645 | $135,956+13.7% | $123,894+24.8% | $273,972-43.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.01% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $18,160 | $5,170+251.3% | $4,617+293.3% | $4,869+273.0% |
| Participant deferral / active EE | $11,133 | $6,343+75.5% | $5,984+86.0% | $5,287+110.6% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |