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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,902 | $135,956+65.4% | $123,894+81.5% | $273,972-17.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 17.35% | 56.63%-39.3pp | 47.52%-30.2pp | 41.46%-24.1pp |
| Employer contribution / active EE | $3,328 | $5,170-35.6% | $4,617-27.9% | $4,869-31.6% |
| Participant deferral / active EE | $6,907 | $6,343+8.9% | $5,984+15.4% | $5,287+30.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |