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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,268 | $201,264-4.5% | $184,185+4.4% | $145,978+31.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.19% | 29.00%+1.2pp | 28.81%+1.4pp | 550.52%-520.3pp |
| Employer contribution / active EE | $18,067 | $7,021+157.3% | $6,426+181.2% | $4,662+287.6% |
| Participant deferral / active EE | $9,522 | $9,806-2.9% | $9,132+4.3% | $6,690+42.3% |
| Admin fee / account holder | $158 | $16,376-99.0% | $13,909-98.9% | $13,400-98.8% |