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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,712 | $135,956+8.6% | $123,894+19.2% | $273,972-46.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 38.12% | 56.63%-18.5pp | 47.52%-9.4pp | 41.46%-3.3pp |
| Employer contribution / active EE | $21,022 | $5,170+306.6% | $4,617+355.3% | $4,869+331.8% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $28 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |