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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,016 | $181,896-8.7% | $156,551+6.0% | $273,972-39.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.13% | 30.74%-18.6pp | 32.23%-20.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $14,115 | $6,248+125.9% | $5,501+156.6% | $4,869+189.9% |
| Participant deferral / active EE | $6,673 | $5,550+20.2% | $4,871+37.0% | $5,287+26.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |