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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,930 | $181,896+13.8% | $156,551+32.2% | $273,972-24.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.14% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $9,551 | $6,248+52.9% | $5,501+73.6% | $4,869+96.2% |
| Participant deferral / active EE | $7,680 | $5,550+38.4% | $4,871+57.7% | $5,287+45.3% |
| Admin fee / account holder | $121 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |