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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,294 | $124,425+6.3% | $112,040+18.1% | $137,256-3.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.87% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,650 | $3,411-22.3% | $2,954-10.3% | $4,156-36.2% |
| Participant deferral / active EE | $11,865 | $5,718+107.5% | $5,098+132.8% | $6,407+85.2% |
| Admin fee / account holder | $144 | $15,207-99.1% | $12,098-98.8% | $12,270-98.8% |