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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,814 | $107,666+13.1% | $102,184+19.2% | $154,746-21.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 29.49% | 29.33%+0.2pp | 31.58%-2.1pp | 172.34%-142.8pp |
| Employer contribution / active EE | $10,344 | $3,846+168.9% | $3,594+187.8% | $4,379+136.2% |
| Participant deferral / active EE | $17,185 | $8,719+97.1% | $8,309+106.8% | $6,730+155.3% |
| Admin fee / account holder | $127 | $12,943-99.0% | $11,609-98.9% | $14,365-99.1% |