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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,944 | $167,415+3.3% | $140,514+23.1% | $198,609-12.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 16.42% | 13.85%+2.6pp | 14.36%+2.1pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,078 | $4,088-49.2% | $3,378-38.5% | $5,055-58.9% |
| Participant deferral / active EE | $10,293 | $5,579+84.5% | $4,919+109.3% | $6,977+47.5% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |