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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,498 | $185,312+22.2% | $161,489+40.3% | $154,746+46.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.85% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,763 | $4,769-63.0% | $4,268-58.7% | $4,379-59.7% |
| Participant deferral / active EE | $6,446 | $6,350+1.5% | $5,630+14.5% | $6,730-4.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |