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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,476 | $110,337+30.9% | $102,383+41.1% | $145,877-1.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $4,893 | $4,216+16.1% | $3,870+26.4% | $4,663+4.9% |
| Participant deferral / active EE | $6,720 | $5,621+19.6% | $5,060+32.8% | $6,691+0.4% |
| Admin fee / account holder | $15 | $9,750-99.9% | $8,391-99.8% | $13,402-99.9% |