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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,860 | $97,289+25.3% | $92,805+31.3% | $155,188-21.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 23.90% | 29.03%-5.1pp | 31.59%-7.7pp | 148.84%-124.9pp |
| Employer contribution / active EE | $10,326 | $3,632+184.3% | $3,424+201.6% | $4,248+143.1% |
| Participant deferral / active EE | $17,697 | $8,795+101.2% | $8,448+109.5% | $6,531+171.0% |
| Admin fee / account holder | $132 | $12,015-98.9% | $10,911-98.8% | $14,480-99.1% |