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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,057 | $176,786+1.9% | $146,643+22.8% | $167,536+7.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 26.74% | 24.04%+2.7pp | 22.75%+4.0pp | 478.82%-452.1pp |
| Employer contribution / active EE | $3,027 | $5,161-41.4% | $4,137-26.8% | $4,839-37.4% |
| Participant deferral / active EE | $4,559 | $6,440-29.2% | $5,506-17.2% | $6,342-28.1% |
| Admin fee / account holder | $9 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |