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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,881 | $209,336-27.9% | $197,124-23.5% | $137,256+9.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.43% | 48.09%-17.7pp | 44.34%-13.9pp | 220.34%-189.9pp |
| Employer contribution / active EE | $7,037 | $6,591+6.8% | $6,227+13.0% | $4,156+69.3% |
| Participant deferral / active EE | $18,243 | $9,614+89.8% | $9,135+99.7% | $6,407+184.7% |
| Admin fee / account holder | $223 | $17,308-98.7% | $16,298-98.6% | $12,270-98.2% |