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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,677 | $199,109-8.8% | $173,730+4.6% | $154,746+17.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.53% | 20.02%-7.5pp | 19.96%-7.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,342 | $5,311-37.1% | $4,577-27.0% | $4,379-23.7% |
| Participant deferral / active EE | $10,241 | $7,113+44.0% | $6,326+61.9% | $6,730+52.2% |
| Admin fee / account holder | $60 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |