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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,022 | $181,896+2.3% | $156,551+18.8% | $273,972-32.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $22,380 | $6,248+258.2% | $5,501+306.8% | $4,869+359.7% |
| Participant deferral / active EE | $2,407 | $5,550-56.6% | $4,871-50.6% | $5,287-54.5% |
| Admin fee / account holder | $68 | $15,560-99.6% | $13,028-99.5% | $10,133-99.3% |