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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,695 | $135,905+23.4% | $126,068+33.0% | $198,609-15.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 9.96% | 14.07%-4.1pp | 15.01%-5.1pp | 202.70%-192.7pp |
| Employer contribution / active EE | $8,434 | $4,245+98.7% | $3,968+112.5% | $5,055+66.8% |
| Participant deferral / active EE | $4,217 | $8,523-50.5% | $8,214-48.7% | $6,977-39.6% |
| Admin fee / account holder | $152 | $21,036-99.3% | $18,264-99.2% | $19,030-99.2% |