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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,384 | $107,666+21.1% | $102,184+27.6% | $154,746-15.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.07% | 29.33%-10.3pp | 31.58%-12.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $7,998 | $3,846+107.9% | $3,594+122.6% | $4,379+82.6% |
| Participant deferral / active EE | $13,830 | $8,719+58.6% | $8,309+66.4% | $6,730+105.5% |
| Admin fee / account holder | $153 | $12,943-98.8% | $11,609-98.7% | $14,365-98.9% |