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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,295 | $107,666+39.6% | $102,184+47.1% | $154,746-2.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.18% | 29.33%-9.1pp | 31.58%-11.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $4,156 | $3,846+8.1% | $3,594+15.6% | $4,379-5.1% |
| Participant deferral / active EE | $13,459 | $8,719+54.4% | $8,309+62.0% | $6,730+100.0% |
| Admin fee / account holder | $20 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |