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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,136 | $180,028+2.8% | $138,135+34.0% | $158,950+16.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 27.14% | 21.68%+5.5pp | 20.51%+6.6pp | 302.91%-275.8pp |
| Employer contribution / active EE | $5,886 | $7,470-21.2% | $5,587+5.4% | $4,762+23.6% |
| Participant deferral / active EE | $5,886 | $7,717-23.7% | $6,431-8.5% | $5,983-1.6% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,248-100.0% |