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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,789 | $135,956+5.8% | $123,894+16.1% | $273,972-47.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.03% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $10,971 | $5,170+112.2% | $4,617+137.6% | $4,869+125.3% |
| Participant deferral / active EE | $9,602 | $6,343+51.4% | $5,984+60.5% | $5,287+81.6% |
| Admin fee / account holder | $272 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |