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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,839 | $124,425+42.1% | $112,040+57.8% | $137,256+28.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.63% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $9,859 | $3,411+189.0% | $2,954+233.8% | $4,156+137.2% |
| Participant deferral / active EE | $7,886 | $5,718+37.9% | $5,098+54.7% | $6,407+23.1% |
| Admin fee / account holder | $225 | $15,207-98.5% | $12,098-98.1% | $12,270-98.2% |