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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,614 | $201,264-13.2% | $184,185-5.2% | $145,978+19.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.26% | 29.00%-12.7pp | 28.81%-12.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $10,585 | $7,021+50.8% | $6,426+64.7% | $4,662+127.1% |
| Participant deferral / active EE | $12,778 | $9,806+30.3% | $9,132+39.9% | $6,690+91.0% |
| Admin fee / account holder | $265 | $16,376-98.4% | $13,909-98.1% | $13,400-98.0% |