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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,199 | $153,769+25.0% | $133,975+43.5% | $273,972-29.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.35% | 36.51%-27.2pp | 29.29%-19.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $4,758 | $6,029-21.1% | $5,211-8.7% | $4,869-2.3% |
| Participant deferral / active EE | $15,315 | $6,958+120.1% | $6,282+143.8% | $5,287+189.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |