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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,881 | $223,823-32.6% | $211,142-28.5% | $154,746-2.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 30.43% | 50.39%-20.0pp | 46.84%-16.4pp | 172.34%-141.9pp |
| Employer contribution / active EE | $7,037 | $6,787+3.7% | $6,442+9.2% | $4,379+60.7% |
| Participant deferral / active EE | $18,243 | $9,750+87.1% | $9,284+96.5% | $6,730+171.1% |
| Admin fee / account holder | $223 | $19,707-98.9% | $19,076-98.8% | $14,365-98.5% |