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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,004 | $184,014+4.3% | $161,149+19.1% | $138,895+38.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.95% | 21.52%-8.6pp | 21.16%-8.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $6,738 | $5,055+33.3% | $4,360+54.5% | $4,194+60.7% |
| Participant deferral / active EE | $12,135 | $6,909+75.6% | $6,153+97.2% | $6,396+89.7% |
| Admin fee / account holder | $69 | $18,027-99.6% | $15,194-99.5% | $12,562-99.4% |