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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,951 | $181,896-1.1% | $156,551+14.9% | $273,972-34.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.73% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $7,676 | $6,248+22.8% | $5,501+39.5% | $4,869+57.7% |
| Participant deferral / active EE | $3,692 | $5,550-33.5% | $4,871-24.2% | $5,287-30.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |