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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,616 | $201,372-39.1% | $184,260-33.5% | $145,884-15.9% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 18.09% | 29.04%-10.9pp | 28.84%-10.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $9,973 | $7,024+42.0% | $6,427+55.2% | $4,662+113.9% |
| Participant deferral / active EE | $17,239 | $9,808+75.8% | $9,133+88.8% | $6,690+157.7% |
| Admin fee / account holder | $130 | $16,362-99.2% | $13,898-99.1% | $13,392-99.0% |