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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,171 | $112,729+17.2% | $98,716+33.9% | $137,256-3.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.21% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,417 | $2,725-11.3% | $2,279+6.1% | $4,156-41.8% |
| Participant deferral / active EE | $2,499 | $4,640-46.1% | $4,048-38.3% | $6,407-61.0% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |