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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,004 | $213,785-10.2% | $185,441+3.5% | $155,188+23.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.95% | 19.97%-7.0pp | 20.16%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $6,738 | $5,393+24.9% | $4,672+44.2% | $4,248+58.6% |
| Participant deferral / active EE | $12,135 | $6,864+76.8% | $6,152+97.3% | $6,531+85.8% |
| Admin fee / account holder | $69 | $21,134-99.7% | $17,890-99.6% | $14,480-99.5% |