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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,696 | $153,769+41.6% | $133,975+62.5% | $273,972-20.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.84% | 36.51%-24.7pp | 29.29%-17.5pp | 41.46%-29.6pp |
| Employer contribution / active EE | $5,789 | $6,029-4.0% | $5,211+11.1% | $4,869+18.9% |
| Participant deferral / active EE | $15,671 | $6,958+125.2% | $6,282+149.5% | $5,287+196.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |