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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,781 | $201,259+3.2% | $184,200+12.8% | $145,959+42.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.40% | 28.98%-9.6pp | 28.80%-9.4pp | 561.95%-542.5pp |
| Employer contribution / active EE | $2,507 | $7,018-64.3% | $6,424-61.0% | $4,661-46.2% |
| Participant deferral / active EE | $17,222 | $9,806+75.6% | $9,132+88.6% | $6,689+157.5% |
| Admin fee / account holder | $275 | $16,372-98.3% | $13,907-98.0% | $13,398-97.9% |