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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,384 | $100,970+29.1% | $96,576+35.0% | $137,256-5.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.07% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $7,998 | $3,809+110.0% | $3,553+125.1% | $4,156+92.4% |
| Participant deferral / active EE | $13,830 | $8,286+66.9% | $7,956+73.8% | $6,407+115.9% |
| Admin fee / account holder | $153 | $11,312-98.6% | $11,381-98.7% | $12,270-98.8% |