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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,446 | $102,609+72.9% | $98,090+80.9% | $138,895+27.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.47% | 36.44%-18.0pp | 37.05%-18.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $6,577 | $3,867+70.1% | $3,606+82.4% | $4,194+56.8% |
| Participant deferral / active EE | $14,538 | $8,167+78.0% | $7,845+85.3% | $6,396+127.3% |
| Admin fee / account holder | $201 | $11,434-98.2% | $11,815-98.3% | $12,562-98.4% |