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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,766 | $181,896+1.6% | $156,551+18.0% | $273,972-32.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.52% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $9,844 | $6,248+57.6% | $5,501+78.9% | $4,869+102.2% |
| Participant deferral / active EE | $6,645 | $5,550+19.7% | $4,871+36.4% | $5,287+25.7% |
| Admin fee / account holder | $41 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |