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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,548 | $181,896-21.6% | $156,551-8.9% | $273,972-48.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.81% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $11,589 | $6,248+85.5% | $5,501+110.7% | $4,869+138.0% |
| Participant deferral / active EE | $8,496 | $5,550+53.1% | $4,871+74.4% | $5,287+60.7% |
| Admin fee / account holder | $146 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |