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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,742 | $126,661-6.3% | $113,397+4.7% | $138,895-14.5% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.5%+19.0pp | 79.9%+15.5pp |
| Annual return | 15.71% | 25.05%-9.3pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,455 | $3,456+28.9% | $2,977+49.6% | $4,194+6.2% |
| Participant deferral / active EE | $7,866 | $5,693+38.2% | $5,076+55.0% | $6,396+23.0% |
| Admin fee / account holder | $154 | $14,549-98.9% | $11,957-98.7% | $12,562-98.8% |