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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,094 | $95,959+80.4% | $97,411+77.7% | $138,895+24.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 17.17% | 29.30%-12.1pp | 34.72%-17.5pp | 145.39%-128.2pp |
| Employer contribution / active EE | $5,840 | $4,278+36.5% | $4,210+38.7% | $4,194+39.2% |
| Participant deferral / active EE | $14,013 | $5,876+138.5% | $5,886+138.1% | $6,396+119.1% |
| Admin fee / account holder | $174 | $7,555-97.7% | $7,145-97.6% | $12,562-98.6% |