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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,158 | $201,370+10.8% | $184,256+21.1% | $145,897+53.0% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 11.63% | 29.05%-17.4pp | 28.85%-17.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $11,342 | $7,024+61.5% | $6,427+76.5% | $4,663+143.3% |
| Participant deferral / active EE | $14,889 | $9,808+51.8% | $9,133+63.0% | $6,689+122.6% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |