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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,654 | $149,679+6.7% | $117,039+36.4% | $147,586+8.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.18% | 19.31%+0.9pp | 18.95%+1.2pp | 578.59%-558.4pp |
| Employer contribution / active EE | $3,909 | $4,937-20.8% | $3,785+3.3% | $4,876-19.8% |
| Participant deferral / active EE | $13,100 | $4,912+166.7% | $3,929+233.4% | $5,439+140.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |