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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,981 | $199,109-20.7% | $173,730-9.1% | $154,746+2.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.08% | 20.02%-5.9pp | 19.96%-5.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $5,839 | $5,311+9.9% | $4,577+27.6% | $4,379+33.3% |
| Participant deferral / active EE | $12,876 | $7,113+81.0% | $6,326+103.5% | $6,730+91.3% |
| Admin fee / account holder | $25 | $20,916-99.9% | $17,523-99.9% | $14,365-99.8% |