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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,149 | $201,372-0.1% | $184,260+9.2% | $145,884+37.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.63% | 29.04%-11.4pp | 28.84%-11.2pp | 551.85%-534.2pp |
| Employer contribution / active EE | $7,890 | $7,024+12.3% | $6,427+22.7% | $4,662+69.2% |
| Participant deferral / active EE | $23,954 | $9,808+144.2% | $9,133+162.3% | $6,690+258.1% |
| Admin fee / account holder | $233 | $16,362-98.6% | $13,898-98.3% | $13,392-98.3% |