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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,406 | $181,896+31.6% | $156,551+52.9% | $273,972-12.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.77% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $9,455 | $6,248+51.3% | $5,501+71.9% | $4,869+94.2% |
| Participant deferral / active EE | $5,940 | $5,550+7.0% | $4,871+21.9% | $5,287+12.3% |
| Admin fee / account holder | $1 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |