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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,992 | $201,372-39.4% | $184,260-33.8% | $145,884-16.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 20.42% | 29.04%-8.6pp | 28.84%-8.4pp | 551.85%-531.4pp |
| Employer contribution / active EE | $10,727 | $7,024+52.7% | $6,427+66.9% | $4,662+130.1% |
| Participant deferral / active EE | $21,524 | $9,808+119.5% | $9,133+135.7% | $6,690+221.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |