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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,058 | $107,809+29.9% | $97,032+44.3% | $155,188-9.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.38% | 38.06%-22.7pp | 35.38%-20.0pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,954 | $2,911+35.8% | $2,629+50.4% | $4,248-6.9% |
| Participant deferral / active EE | $7,530 | $5,129+46.8% | $4,672+61.2% | $6,531+15.3% |
| Admin fee / account holder | $295 | $10,717-97.2% | $9,418-96.9% | $14,480-98.0% |