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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,028 | $162,136+48.0% | $152,301+57.6% | $154,746+55.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 19.78% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,355 | $4,890-51.8% | $4,624-49.1% | $4,379-46.2% |
| Participant deferral / active EE | $11,465 | $8,341+37.5% | $8,004+43.2% | $6,730+70.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |