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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,781 | $201,372+3.2% | $184,260+12.8% | $145,884+42.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.40% | 29.04%-9.6pp | 28.84%-9.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $2,507 | $7,024-64.3% | $6,427-61.0% | $4,662-46.2% |
| Participant deferral / active EE | $17,222 | $9,808+75.6% | $9,133+88.6% | $6,690+157.4% |
| Admin fee / account holder | $275 | $16,362-98.3% | $13,898-98.0% | $13,392-97.9% |