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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,254 | $124,425+38.4% | $112,040+53.7% | $137,256+25.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 10.40% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $7,444 | $3,411+118.2% | $2,954+152.0% | $4,156+79.1% |
| Participant deferral / active EE | $6,875 | $5,718+20.2% | $5,098+34.9% | $6,407+7.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |