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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,925 | $107,666+4.0% | $102,184+9.5% | $154,746-27.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.51% | 29.33%-6.8pp | 31.58%-9.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $7,522 | $3,846+95.6% | $3,594+109.3% | $4,379+71.8% |
| Participant deferral / active EE | $14,147 | $8,719+62.3% | $8,309+70.3% | $6,730+110.2% |
| Admin fee / account holder | $113 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |