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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,333 | $181,896+24.4% | $156,551+44.6% | $273,972-17.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.03% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $11,308 | $6,248+81.0% | $5,501+105.5% | $4,869+132.3% |
| Participant deferral / active EE | $4,551 | $5,550-18.0% | $4,871-6.6% | $5,287-13.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |