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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,964 | $177,595+12.0% | $148,496+34.0% | $198,609+0.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.61% | 9.97%-0.4pp | 12.33%-2.7pp | 202.70%-193.1pp |
| Employer contribution / active EE | $9,091 | $4,098+121.8% | $3,497+159.9% | $5,055+79.8% |
| Participant deferral / active EE | $10,920 | $5,539+97.2% | $4,808+127.1% | $6,977+56.5% |
| Admin fee / account holder | $179 | $27,010-99.3% | $19,547-99.1% | $19,030-99.1% |