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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,422 | $201,370-8.9% | $184,256-0.5% | $145,897+25.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 23.42% | 29.05%-5.6pp | 28.85%-5.4pp | 552.29%-528.9pp |
| Employer contribution / active EE | $4,964 | $7,024-29.3% | $6,427-22.8% | $4,663+6.5% |
| Participant deferral / active EE | $17,419 | $9,808+77.6% | $9,133+90.7% | $6,689+160.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |