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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,271 | $174,379+39.5% | $152,093+59.9% | $138,895+75.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 13.50% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,027 | $4,652-56.4% | $4,175-51.4% | $4,194-51.7% |
| Participant deferral / active EE | $5,154 | $6,159-16.3% | $5,451-5.5% | $6,396-19.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |