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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,813 | $201,344+5.2% | $184,243+15.0% | $145,877+45.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.70% | 29.01%-6.3pp | 28.82%-6.1pp | 551.28%-528.6pp |
| Employer contribution / active EE | $2,679 | $7,022-61.9% | $6,427-58.3% | $4,663-42.6% |
| Participant deferral / active EE | $23,062 | $9,807+135.2% | $9,132+152.5% | $6,691+244.7% |
| Admin fee / account holder | $282 | $16,382-98.3% | $13,914-98.0% | $13,402-97.9% |