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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,826 | $213,785-32.7% | $185,441-22.4% | $155,188-7.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.06% | 19.97%+0.1pp | 20.16%-0.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $5,500 | $5,393+2.0% | $4,672+17.7% | $4,248+29.5% |
| Participant deferral / active EE | $14,520 | $6,864+111.5% | $6,152+136.0% | $6,531+122.3% |
| Admin fee / account holder | $21 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |