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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,540 | $184,014+18.8% | $161,149+35.6% | $138,895+57.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.54% | 21.52%-2.0pp | 21.16%-1.6pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,236 | $5,055-55.8% | $4,360-48.7% | $4,194-46.7% |
| Participant deferral / active EE | $23,500 | $6,909+240.1% | $6,153+281.9% | $6,396+267.4% |
| Admin fee / account holder | $60 | $18,027-99.7% | $15,194-99.6% | $12,562-99.5% |