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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,540 | $199,109+9.8% | $173,730+25.8% | $154,746+41.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.54% | 20.02%-0.5pp | 19.96%-0.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,236 | $5,311-57.9% | $4,577-51.2% | $4,379-48.9% |
| Participant deferral / active EE | $23,500 | $7,113+230.4% | $6,326+271.5% | $6,730+249.2% |
| Admin fee / account holder | $60 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |