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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,411 | $111,814+30.9% | $103,378+41.6% | $145,978+0.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.42% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $9,237 | $4,215+119.1% | $3,870+138.7% | $4,662+98.1% |
| Participant deferral / active EE | $10,502 | $5,618+86.9% | $5,058+107.7% | $6,690+57.0% |
| Admin fee / account holder | $128 | $9,764-98.7% | $8,401-98.5% | $13,400-99.0% |