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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,706 | $127,387+63.1% | $115,038+80.6% | $125,389+65.6% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 2.61% | 31.28%-28.7pp | 26.14%-23.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $1,701 | $5,166-67.1% | $4,608-63.1% | $4,866-65.0% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.3% |
| Admin fee / account holder | $236 | $9,516-97.5% | $8,175-97.1% | $9,541-97.5% |