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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,812 | $127,386+11.3% | $115,037+23.3% | $125,388+13.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.82% | 31.28%-30.5pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $11,327 | $5,166+119.2% | $4,608+145.8% | $4,866+132.8% |
| Participant deferral / active EE | $4,676 | $6,423-27.2% | $6,026-22.4% | $5,352-12.6% |
| Admin fee / account holder | $237 | $9,516-97.5% | $8,175-97.1% | $9,541-97.5% |