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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,144 | $239,571-6.9% | $183,328+21.7% | $137,256+62.6% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 80.0%+10.0pp |
| Annual return | 16.86% | 35.69%-18.8pp | 29.67%-12.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $17,855 | $6,148+190.4% | $5,055+253.2% | $4,156+329.6% |
| Participant deferral / active EE | $10,478 | $7,995+31.1% | $6,795+54.2% | $6,407+63.5% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |