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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,117 | $167,415+5.8% | $140,514+26.0% | $198,609-10.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.57% | 13.85%+0.7pp | 14.36%+0.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $12,574 | $4,088+207.6% | $3,378+272.2% | $5,055+148.7% |
| Participant deferral / active EE | $5,803 | $5,579+4.0% | $4,919+18.0% | $6,977-16.8% |
| Admin fee / account holder | $8 | $16,730-100.0% | $13,697-99.9% | $19,030-100.0% |