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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,592 | $155,555+53.4% | $146,866+62.5% | $155,188+53.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 20.51% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,320 | $4,647-28.6% | $4,425-25.0% | $4,248-21.8% |
| Participant deferral / active EE | $15,920 | $8,044+97.9% | $7,759+105.2% | $6,531+143.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |