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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,677 | $183,539+32.8% | $155,556+56.6% | $145,897+67.0% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 10.55% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $3,910 | $5,315-26.4% | $4,675-16.4% | $4,663-16.1% |
| Participant deferral / active EE | $5,371 | $6,467-17.0% | $5,631-4.6% | $6,689-19.7% |
| Admin fee / account holder | $126 | $19,275-99.3% | $15,885-99.2% | $13,390-99.1% |