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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,991 | $275,752-23.8% | $256,809-18.2% | $198,609+5.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.31% | 34.81%-24.5pp | 32.73%-22.4pp | 202.70%-192.4pp |
| Employer contribution / active EE | $7,015 | $7,721-9.1% | $7,263-3.4% | $5,055+38.8% |
| Participant deferral / active EE | $13,747 | $10,037+37.0% | $9,520+44.4% | $6,977+97.0% |
| Admin fee / account holder | $167 | $25,716-99.4% | $25,146-99.3% | $19,030-99.1% |