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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,017 | $181,896+5.0% | $156,551+22.0% | $273,972-30.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.12% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $8,629 | $6,248+38.1% | $5,501+56.9% | $4,869+77.2% |
| Participant deferral / active EE | $8,254 | $5,550+48.7% | $4,871+69.4% | $5,287+56.1% |
| Admin fee / account holder | $202 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |