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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,825 | $181,896+4.9% | $156,551+21.9% | $273,972-30.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.89% | 30.74%-22.9pp | 32.23%-24.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $8,053 | $6,248+28.9% | $5,501+46.4% | $4,869+65.4% |
| Participant deferral / active EE | $8,281 | $5,550+49.2% | $4,871+70.0% | $5,287+56.6% |
| Admin fee / account holder | $247 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |