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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,835 | $174,379+0.8% | $152,093+15.6% | $138,895+26.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.68% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,188 | $4,652+33.0% | $4,175+48.2% | $4,194+47.5% |
| Participant deferral / active EE | $9,381 | $6,159+52.3% | $5,451+72.1% | $6,396+46.7% |
| Admin fee / account holder | $294 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |