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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,149 | $184,014+19.6% | $161,149+36.6% | $138,895+58.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.79% | 21.52%-11.7pp | 21.16%-11.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,570 | $5,055-68.9% | $4,360-64.0% | $4,194-62.6% |
| Participant deferral / active EE | $10,333 | $6,909+49.6% | $6,153+67.9% | $6,396+61.6% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |