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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,707 | $184,014+23.2% | $161,149+40.7% | $138,895+63.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 18.66% | 21.52%-2.9pp | 21.16%-2.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,498 | $5,055-11.0% | $4,360+3.2% | $4,194+7.3% |
| Participant deferral / active EE | $10,593 | $6,909+53.3% | $6,153+72.1% | $6,396+65.6% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |