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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,587 | $153,769+28.5% | $133,975+47.5% | $273,972-27.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.18% | 36.51%-26.3pp | 29.29%-19.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $5,805 | $6,029-3.7% | $5,211+11.4% | $4,869+19.2% |
| Participant deferral / active EE | $13,602 | $6,958+95.5% | $6,282+116.5% | $5,287+157.3% |
| Admin fee / account holder | $17 | $11,765-99.9% | $9,324-99.8% | $10,133-99.8% |