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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,149 | $201,344-0.1% | $184,243+9.2% | $145,877+37.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.63% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $7,890 | $7,022+12.3% | $6,427+22.8% | $4,663+69.2% |
| Participant deferral / active EE | $23,954 | $9,807+144.3% | $9,132+162.3% | $6,691+258.0% |
| Admin fee / account holder | $233 | $16,382-98.6% | $13,914-98.3% | $13,402-98.3% |