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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,512 | $184,014-4.6% | $161,149+8.9% | $138,895+26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.57% | 21.52%-4.0pp | 21.16%-3.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $5,288 | $5,055+4.6% | $4,360+21.3% | $4,194+26.1% |
| Participant deferral / active EE | $12,050 | $6,909+74.4% | $6,153+95.8% | $6,396+88.4% |
| Admin fee / account holder | $103 | $18,027-99.4% | $15,194-99.3% | $12,562-99.2% |