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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,328 | $181,896+1.3% | $156,551+17.7% | $273,972-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.77% | 30.74%-20.0pp | 32.23%-21.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $9,444 | $6,248+51.2% | $5,501+71.7% | $4,869+94.0% |
| Participant deferral / active EE | $3,866 | $5,550-30.3% | $4,871-20.6% | $5,287-26.9% |
| Admin fee / account holder | $10 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |