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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,419 | $162,812+36.6% | $133,971+66.0% | $158,966+39.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 13.36% | 41.94%-28.6pp | 45.09%-31.7pp | 302.95%-289.6pp |
| Employer contribution / active EE | $4,528 | $4,976-9.0% | $3,919+15.5% | $4,762-4.9% |
| Participant deferral / active EE | $6,360 | $5,910+7.6% | $5,047+26.0% | $5,983+6.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |