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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,698 | $181,896+15.8% | $156,551+34.6% | $273,972-23.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.10% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $10,212 | $6,248+63.4% | $5,501+85.6% | $4,869+109.7% |
| Participant deferral / active EE | $4,165 | $5,550-25.0% | $4,871-14.5% | $5,287-21.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |