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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,061 | $201,264-12.5% | $184,185-4.4% | $145,978+20.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.40% | 29.00%-18.6pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $10,827 | $7,021+54.2% | $6,426+68.5% | $4,662+132.3% |
| Participant deferral / active EE | $11,944 | $9,806+21.8% | $9,132+30.8% | $6,690+78.5% |
| Admin fee / account holder | $118 | $16,376-99.3% | $13,909-99.2% | $13,400-99.1% |