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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,781 | $124,425-0.5% | $112,040+10.5% | $137,256-9.8% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 19.38% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,167 | $3,411+110.1% | $2,954+142.6% | $4,156+72.4% |
| Participant deferral / active EE | $20,963 | $5,718+266.6% | $5,098+311.2% | $6,407+227.2% |
| Admin fee / account holder | $56 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |