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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,220 | $201,264-8.5% | $184,1850% | $145,978+26.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.40% | 29.00%-2.6pp | 28.81%-2.4pp | 550.52%-524.1pp |
| Employer contribution / active EE | $3,988 | $7,021-43.2% | $6,426-37.9% | $4,662-14.5% |
| Participant deferral / active EE | $14,990 | $9,806+52.9% | $9,132+64.1% | $6,690+124.1% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |