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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,042 | $103,164+2.8% | $90,259+17.5% | $154,746-31.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 19.92% | 19.25%+0.7pp | 18.88%+1.0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $14,503 | $2,532+472.9% | $2,291+533.0% | $4,379+231.2% |
| Participant deferral / active EE | $12,590 | $4,422+184.7% | $3,827+229.0% | $6,730+87.1% |
| Admin fee / account holder | $97 | $8,593-98.9% | $7,267-98.7% | $14,365-99.3% |