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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,073 | $111,814+24.4% | $103,378+34.5% | $145,978-4.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.77% | 24.80%+1.0pp | 24.91%+0.9pp | 550.52%-524.7pp |
| Employer contribution / active EE | $9,488 | $4,215+125.1% | $3,870+145.1% | $4,662+103.5% |
| Participant deferral / active EE | $8,376 | $5,618+49.1% | $5,058+65.6% | $6,690+25.2% |
| Admin fee / account holder | $39 | $9,764-99.6% | $8,401-99.5% | $13,400-99.7% |