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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,012 | $102,609+73.5% | $98,090+81.5% | $138,895+28.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.80% | 36.44%-18.6pp | 37.05%-19.2pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,396 | $3,867-38.0% | $3,606-33.6% | $4,194-42.9% |
| Participant deferral / active EE | $10,458 | $8,167+28.0% | $7,845+33.3% | $6,396+63.5% |
| Admin fee / account holder | $194 | $11,434-98.3% | $11,815-98.4% | $12,562-98.5% |