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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,814 | $100,970+20.6% | $96,576+26.1% | $137,256-11.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.49% | 38.16%-8.7pp | 38.47%-9.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $10,344 | $3,809+171.6% | $3,553+191.1% | $4,156+148.9% |
| Participant deferral / active EE | $17,185 | $8,286+107.4% | $7,956+116.0% | $6,407+168.2% |
| Admin fee / account holder | $127 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |