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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,085 | $181,896+18.8% | $156,551+38.0% | $273,972-21.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.09% | 30.74%-18.7pp | 32.23%-20.1pp | 41.46%-29.4pp |
| Employer contribution / active EE | $2,031 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $17,994 | $5,550+224.2% | $4,871+269.4% | $5,287+240.3% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |