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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,145 | $135,905+38.4% | $126,068+49.2% | $198,609-5.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.17% | 14.07%+5.1pp | 15.01%+4.2pp | 202.70%-183.5pp |
| Employer contribution / active EE | $6,597 | $4,245+55.4% | $3,968+66.3% | $5,055+30.5% |
| Participant deferral / active EE | $22,845 | $8,523+168.0% | $8,214+178.1% | $6,977+227.4% |
| Admin fee / account holder | $211 | $21,036-99.0% | $18,264-98.8% | $19,030-98.9% |