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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,962 | $153,769+32.6% | $133,975+52.2% | $273,972-25.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.59% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $19,329 | $6,029+220.6% | $5,211+270.9% | $4,869+297.0% |
| Participant deferral / active EE | $22,250 | $6,958+219.8% | $6,282+254.2% | $5,287+320.8% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |