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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,105 | $124,330+19.1% | $109,173+35.7% | $167,536-11.6% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 34.40% | 26.04%+8.4pp | 25.75%+8.6pp | 478.82%-444.4pp |
| Employer contribution / active EE | $4,220 | $4,209+0.3% | $3,723+13.4% | $4,839-12.8% |
| Participant deferral / active EE | $6,789 | $5,256+29.2% | $4,654+45.9% | $6,342+7.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |