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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,443 | $172,111+20.5% | $150,298+38.0% | $137,256+51.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.17% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $10,614 | $4,636+128.9% | $4,154+155.5% | $4,156+155.4% |
| Participant deferral / active EE | $2,343 | $6,166-62.0% | $5,453-57.0% | $6,407-63.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |