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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,729 | $199,109+21.4% | $173,730+39.1% | $154,746+56.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.83% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,556 | $5,311-51.9% | $4,577-44.2% | $4,379-41.6% |
| Participant deferral / active EE | $9,031 | $7,113+27.0% | $6,326+42.8% | $6,730+34.2% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |