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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,521 | $201,372+0.6% | $184,260+9.9% | $145,884+38.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.87% | 29.04%-1.2pp | 28.84%-1.0pp | 551.85%-524.0pp |
| Employer contribution / active EE | $4,520 | $7,024-35.6% | $6,427-29.7% | $4,662-3.1% |
| Participant deferral / active EE | $10,500 | $9,808+7.1% | $9,133+15.0% | $6,690+57.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |