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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,358 | $97,289+2.1% | $92,805+7.1% | $155,188-36.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 31.28% | 29.03%+2.3pp | 31.59%-0.3pp | 148.84%-117.6pp |
| Employer contribution / active EE | $5,490 | $3,632+51.2% | $3,424+60.3% | $4,248+29.2% |
| Participant deferral / active EE | $13,143 | $8,795+49.4% | $8,448+55.6% | $6,531+101.2% |
| Admin fee / account holder | $98 | $12,015-99.2% | $10,911-99.1% | $14,480-99.3% |