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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,814 | $102,609+18.7% | $98,090+24.2% | $138,895-12.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 29.49% | 36.44%-6.9pp | 37.05%-7.6pp | 145.39%-115.9pp |
| Employer contribution / active EE | $10,344 | $3,867+167.5% | $3,606+186.8% | $4,194+146.6% |
| Participant deferral / active EE | $17,185 | $8,167+110.4% | $7,845+119.1% | $6,396+168.7% |
| Admin fee / account holder | $127 | $11,434-98.9% | $11,815-98.9% | $12,562-99.0% |