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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,805 | $162,967+5.4% | $135,792+26.5% | $138,895+23.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 17.41% | 30.08%-12.7pp | 25.96%-8.5pp | 145.39%-128.0pp |
| Employer contribution / active EE | $4,167 | $4,211-1.1% | $3,496+19.2% | $4,194-0.7% |
| Participant deferral / active EE | $8,781 | $5,640+55.7% | $4,759+84.5% | $6,396+37.3% |
| Admin fee / account holder | $114 | $15,306-99.3% | $12,266-99.1% | $12,562-99.1% |