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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,387 | $181,896-6.3% | $156,551+8.8% | $273,972-37.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $11,991 | $6,248+91.9% | $5,501+118.0% | $4,869+146.3% |
| Participant deferral / active EE | $7,878 | $5,550+41.9% | $4,871+61.7% | $5,287+49.0% |
| Admin fee / account holder | $24 | $15,560-99.8% | $13,028-99.8% | $10,133-99.8% |