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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,692 | $107,733+68.6% | $92,985+95.4% | $154,746+17.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 20.29% | 30.39%-10.1pp | 27.99%-7.7pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,785 | $3,126-10.9% | $2,662+4.6% | $4,379-36.4% |
| Participant deferral / active EE | $8,983 | $5,053+77.8% | $4,377+105.3% | $6,730+33.5% |
| Admin fee / account holder | $267 | $11,369-97.7% | $9,463-97.2% | $14,365-98.1% |