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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,476 | $111,814+29.2% | $103,374+39.8% | $145,959-1.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $4,893 | $4,214+16.1% | $3,869+26.5% | $4,661+5.0% |
| Participant deferral / active EE | $6,720 | $5,618+19.6% | $5,058+32.9% | $6,689+0.5% |
| Admin fee / account holder | $15 | $9,754-99.9% | $8,394-99.8% | $13,398-99.9% |