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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,688 | $181,896+24.6% | $156,551+44.8% | $273,972-17.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.32% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $16,721 | $6,248+167.6% | $5,501+203.9% | $4,869+243.4% |
| Participant deferral / active EE | $7,726 | $5,550+39.2% | $4,871+58.6% | $5,287+46.1% |
| Admin fee / account holder | $111 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |