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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,208 | $97,751+47.5% | $103,431+39.4% | $145,978-1.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.96% | 25.43%-13.5pp | 23.92%-12.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $12,532 | $4,684+167.5% | $4,678+167.9% | $4,662+168.8% |
| Participant deferral / active EE | $12,361 | $6,603+87.2% | $6,625+86.6% | $6,690+84.8% |
| Admin fee / account holder | $72 | $12,515-99.4% | $9,412-99.2% | $13,400-99.5% |