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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,466 | $107,666+32.3% | $102,184+39.4% | $154,746-7.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.07% | 29.33%-7.3pp | 31.58%-9.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $11,823 | $3,846+207.4% | $3,594+229.0% | $4,379+170.0% |
| Participant deferral / active EE | $9,312 | $8,719+6.8% | $8,309+12.1% | $6,730+38.4% |
| Admin fee / account holder | $154 | $12,943-98.8% | $11,609-98.7% | $14,365-98.9% |