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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,939 | $181,896+31.4% | $156,551+52.6% | $273,972-12.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.98% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $4,352 | $6,248-30.3% | $5,501-20.9% | $4,869-10.6% |
| Participant deferral / active EE | $8,308 | $5,550+49.7% | $4,871+70.6% | $5,287+57.1% |
| Admin fee / account holder | $8 | $15,560-100.0% | $13,028-99.9% | $10,133-99.9% |