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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,384 | $135,905-4.1% | $126,068+3.4% | $198,609-34.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.07% | 14.07%+5.0pp | 15.01%+4.1pp | 202.70%-183.6pp |
| Employer contribution / active EE | $7,998 | $4,245+88.4% | $3,968+101.6% | $5,055+58.2% |
| Participant deferral / active EE | $13,830 | $8,523+62.3% | $8,214+68.4% | $6,977+98.2% |
| Admin fee / account holder | $153 | $21,036-99.3% | $18,264-99.2% | $19,030-99.2% |