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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,255 | $184,014-16.2% | $161,149-4.3% | $138,895+11.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.87% | 21.52%-9.6pp | 21.16%-9.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $27,751 | $5,055+449.0% | $4,360+536.5% | $4,194+561.6% |
| Participant deferral / active EE | $2,776 | $6,909-59.8% | $6,153-54.9% | $6,396-56.6% |
| Admin fee / account holder | $216 | $18,027-98.8% | $15,194-98.6% | $12,562-98.3% |