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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,281 | $213,785+4.9% | $185,441+20.9% | $155,188+44.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.74% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $6,878 | $5,393+27.5% | $4,672+47.2% | $4,248+61.9% |
| Participant deferral / active EE | $11,070 | $6,864+61.3% | $6,152+80.0% | $6,531+69.5% |
| Admin fee / account holder | $15 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |