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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,373 | $127,386+48.7% | $115,037+64.6% | $125,388+51.0% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 28.89% | 31.28%-2.4pp | 26.14%+2.7pp | 282.24%-253.4pp |
| Employer contribution / active EE | $11,794 | $5,166+128.3% | $4,608+155.9% | $4,866+142.4% |
| Participant deferral / active EE | $11,273 | $6,423+75.5% | $6,026+87.1% | $5,352+110.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |