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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,376 | $183,627+27.6% | $155,602+50.6% | $145,978+60.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.49% | 61.32%-46.8pp | 64.81%-50.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $3,936 | $5,316-26.0% | $4,675-15.8% | $4,662-15.6% |
| Participant deferral / active EE | $9,800 | $6,466+51.6% | $5,629+74.1% | $6,690+46.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |