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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,601 | $135,956+63.7% | $123,894+79.7% | $273,972-18.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 14.49% | 56.63%-42.1pp | 47.52%-33.0pp | 41.46%-27.0pp |
| Employer contribution / active EE | $2,966 | $5,170-42.6% | $4,617-35.7% | $4,869-39.1% |
| Participant deferral / active EE | $5,981 | $6,343-5.7% | $5,984-0.1% | $5,287+13.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |