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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,768 | $201,264+3.2% | $184,185+12.8% | $145,978+42.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 29.00%-10.3pp | 28.81%-10.1pp | 550.52%-531.8pp |
| Employer contribution / active EE | $8,645 | $7,021+23.1% | $6,426+34.5% | $4,662+85.4% |
| Participant deferral / active EE | $22,767 | $9,806+132.2% | $9,132+149.3% | $6,690+240.3% |
| Admin fee / account holder | $27 | $16,376-99.8% | $13,909-99.8% | $13,400-99.8% |