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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,646 | $201,370+10.1% | $184,256+20.3% | $145,897+51.9% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+0.9pp |
| Annual return | 16.53% | 29.05%-12.5pp | 28.85%-12.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $8,729 | $7,024+24.3% | $6,427+35.8% | $4,663+87.2% |
| Participant deferral / active EE | $15,125 | $9,808+54.2% | $9,133+65.6% | $6,689+126.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |