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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,248 | $201,259-19.4% | $184,200-11.9% | $145,959+11.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.92% | 28.98%-0.1pp | 28.80%+0.1pp | 561.95%-533.0pp |
| Employer contribution / active EE | $7,237 | $7,018+3.1% | $6,424+12.7% | $4,661+55.3% |
| Participant deferral / active EE | $3,388 | $9,806-65.5% | $9,132-62.9% | $6,689-49.4% |
| Admin fee / account holder | $33 | $16,372-99.8% | $13,907-99.8% | $13,398-99.8% |