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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,290 | $107,666+33.1% | $102,184+40.2% | $154,746-7.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.58% | 29.33%-16.8pp | 31.58%-19.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $4,622 | $3,846+20.2% | $3,594+28.6% | $4,379+5.5% |
| Participant deferral / active EE | $23,877 | $8,719+173.8% | $8,309+187.4% | $6,730+254.8% |
| Admin fee / account holder | $164 | $12,943-98.7% | $11,609-98.6% | $14,365-98.9% |