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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,409 | $100,970+81.6% | $96,576+89.9% | $137,256+33.6% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 21.25% | 38.16%-16.9pp | 38.47%-17.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,278 | $3,809+12.3% | $3,553+20.4% | $4,156+2.9% |
| Participant deferral / active EE | $12,190 | $8,286+47.1% | $7,956+53.2% | $6,407+90.3% |
| Admin fee / account holder | $274 | $11,312-97.6% | $11,381-97.6% | $12,270-97.8% |