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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,780 | $201,259-26.6% | $184,200-19.8% | $145,959+1.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 28.98%-15.3pp | 28.80%-15.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $7,099 | $7,018+1.2% | $6,424+10.5% | $4,661+52.3% |
| Participant deferral / active EE | $15,456 | $9,806+57.6% | $9,132+69.2% | $6,689+131.1% |
| Admin fee / account holder | $15 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |