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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,964 | $97,289+6.9% | $92,805+12.0% | $155,188-33.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 24.44% | 29.03%-4.6pp | 31.59%-7.1pp | 148.84%-124.4pp |
| Employer contribution / active EE | $13,000 | $3,632+257.9% | $3,424+279.7% | $4,248+206.0% |
| Participant deferral / active EE | $17,410 | $8,795+97.9% | $8,448+106.1% | $6,531+166.6% |
| Admin fee / account holder | $170 | $12,015-98.6% | $10,911-98.4% | $14,480-98.8% |