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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,245 | $162,967+14.9% | $135,792+37.9% | $138,895+34.8% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.6%+20.7pp | 79.9%+13.4pp |
| Annual return | 13.28% | 30.08%-16.8pp | 25.96%-12.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $9,502 | $4,211+125.6% | $3,496+171.8% | $4,194+126.5% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $124 | $15,306-99.2% | $12,266-99.0% | $12,562-99.0% |