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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,043 | $124,425+24.6% | $112,040+38.4% | $137,256+13.0% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 20.83% | 24.72%-3.9pp | 24.52%-3.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,281 | $3,411-3.8% | $2,954+11.1% | $4,156-21.1% |
| Participant deferral / active EE | $6,161 | $5,718+7.7% | $5,098+20.9% | $6,407-3.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |