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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,925 | $97,289+15.0% | $92,805+20.6% | $155,188-27.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.51% | 29.03%-6.5pp | 31.59%-9.1pp | 148.84%-126.3pp |
| Employer contribution / active EE | $7,522 | $3,632+107.1% | $3,424+119.7% | $4,248+77.1% |
| Participant deferral / active EE | $14,147 | $8,795+60.8% | $8,448+67.5% | $6,531+116.6% |
| Admin fee / account holder | $113 | $12,015-99.1% | $10,911-99.0% | $14,480-99.2% |