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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,144 | $282,059-20.9% | $213,469+4.5% | $154,746+44.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 77.1%+12.9pp | 80.7%+9.3pp |
| Annual return | 16.86% | 20.90%-4.0pp | 20.58%-3.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $17,855 | $6,189+188.5% | $4,994+257.5% | $4,379+307.7% |
| Participant deferral / active EE | $10,478 | $8,186+28.0% | $6,841+53.2% | $6,730+55.7% |
| Admin fee / account holder | $0 | $37,435-100.0% | $27,141-100.0% | $14,365-100.0% |