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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,564 | $181,062+0.8% | $158,223+15.4% | $155,188+17.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.46% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,870 | $4,565-59.0% | $4,109-54.5% | $4,248-56.0% |
| Participant deferral / active EE | $7,828 | $6,134+27.6% | $5,467+43.2% | $6,531+19.9% |
| Admin fee / account holder | $166 | $18,825-99.1% | $16,047-99.0% | $14,480-98.9% |