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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,094 | $181,896+12.8% | $156,551+31.0% | $273,972-25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.58% | 30.74%-16.2pp | 32.23%-17.7pp | 41.46%-26.9pp |
| Employer contribution / active EE | $8,991 | $6,248+43.9% | $5,501+63.4% | $4,869+84.7% |
| Participant deferral / active EE | $4,764 | $5,550-14.2% | $4,871-2.2% | $5,287-9.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |