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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,801 | $110,379+23.0% | $102,412+32.6% | $145,884-6.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.92% | 24.84%-0.9pp | 24.94%-1.0pp | 551.85%-527.9pp |
| Employer contribution / active EE | $4,844 | $4,216+14.9% | $3,870+25.2% | $4,662+3.9% |
| Participant deferral / active EE | $6,348 | $5,622+12.9% | $5,060+25.5% | $6,690-5.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |