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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,028 | $154,228+55.6% | $145,433+65.0% | $137,256+74.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.78% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,355 | $4,804-51.0% | $4,554-48.3% | $4,156-43.3% |
| Participant deferral / active EE | $11,465 | $8,216+39.5% | $7,897+45.2% | $6,407+78.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |