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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,089 | $110,337+22.4% | $102,383+31.9% | $145,877-7.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.97% | 24.83%-2.9pp | 24.94%-3.0pp | 551.28%-529.3pp |
| Employer contribution / active EE | $5,304 | $4,216+25.8% | $3,870+37.1% | $4,663+13.8% |
| Participant deferral / active EE | $9,570 | $5,621+70.3% | $5,060+89.1% | $6,691+43.0% |
| Admin fee / account holder | $68 | $9,750-99.3% | $8,391-99.2% | $13,402-99.5% |