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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,513 | $213,785-26.8% | $185,441-15.6% | $155,188+0.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.21% | 19.97%-8.8pp | 20.16%-9.0pp | 148.84%-137.6pp |
| Employer contribution / active EE | $6,110 | $5,393+13.3% | $4,672+30.8% | $4,248+43.8% |
| Participant deferral / active EE | $18,280 | $6,864+166.3% | $6,152+197.2% | $6,531+179.9% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |