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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,781 | $136,860-9.6% | $120,344+2.9% | $154,746-20.0% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 19.38% | 21.38%-2.0pp | 20.30%-0.9pp | 172.34%-153.0pp |
| Employer contribution / active EE | $7,167 | $3,533+102.9% | $3,020+137.3% | $4,379+63.7% |
| Participant deferral / active EE | $20,963 | $5,793+261.8% | $5,135+308.2% | $6,730+211.5% |
| Admin fee / account holder | $56 | $15,393-99.6% | $12,742-99.6% | $14,365-99.6% |