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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,142 | $124,980+17.7% | $108,359+35.8% | $154,746-4.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.78% | 45.00%-25.2pp | 36.89%-17.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,951 | $2,851+3.5% | $2,399+23.0% | $4,379-32.6% |
| Participant deferral / active EE | $4,886 | $4,743+3.0% | $4,137+18.1% | $6,730-27.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |