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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,641 | $181,896+7.0% | $156,551+24.3% | $273,972-29.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $8,147 | $6,248+30.4% | $5,501+48.1% | $4,869+67.3% |
| Participant deferral / active EE | $5,848 | $5,550+5.4% | $4,871+20.1% | $5,287+10.6% |
| Admin fee / account holder | $22 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |