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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,148 | $228,395+4.3% | $185,861+28.1% | $158,982+49.8% |
| Participation rate | 92.9% | 82.3%+10.5pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 13.88% | 40.82%-26.9pp | 35.96%-22.1pp | 302.99%-289.1pp |
| Employer contribution / active EE | $4,703 | $4,968-5.3% | $4,088+15.0% | $4,763-1.3% |
| Participant deferral / active EE | $13,133 | $6,417+104.6% | $5,634+133.1% | $5,983+119.5% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |