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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,602 | $97,289+77.4% | $92,805+86.0% | $155,188+11.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.22% | 29.03%-9.8pp | 31.59%-12.4pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,445 | $3,632-32.7% | $3,424-28.6% | $4,248-42.4% |
| Participant deferral / active EE | $10,067 | $8,795+14.5% | $8,448+19.2% | $6,531+54.1% |
| Admin fee / account holder | $208 | $12,015-98.3% | $10,911-98.1% | $14,480-98.6% |