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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,646 | $201,344+10.1% | $184,243+20.3% | $145,877+51.9% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+0.9pp |
| Annual return | 16.53% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $8,729 | $7,022+24.3% | $6,427+35.8% | $4,663+87.2% |
| Participant deferral / active EE | $15,125 | $9,807+54.2% | $9,132+65.6% | $6,691+126.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |