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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,011 | $209,336-4.0% | $197,124+2.0% | $137,256+46.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.96% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $9,700 | $6,591+47.2% | $6,227+55.8% | $4,156+133.4% |
| Participant deferral / active EE | $12,225 | $9,614+27.2% | $9,135+33.8% | $6,407+90.8% |
| Admin fee / account holder | $172 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |