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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,125 | $97,289+17.3% | $92,805+23.0% | $155,188-26.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.75% | 29.03%-7.3pp | 31.59%-9.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $5,070 | $3,632+39.6% | $3,424+48.1% | $4,248+19.4% |
| Participant deferral / active EE | $14,086 | $8,795+60.1% | $8,448+66.7% | $6,531+115.7% |
| Admin fee / account holder | $119 | $12,015-99.0% | $10,911-98.9% | $14,480-99.2% |