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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,457 | $223,823-2.0% | $211,142+3.9% | $154,746+41.8% |
| Participation rate | 92.3% | 87.9%+4.5pp | 87.3%+5.0pp | 80.7%+11.6pp |
| Annual return | 17.04% | 50.39%-33.4pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $7,086 | $6,787+4.4% | $6,442+10.0% | $4,379+61.8% |
| Participant deferral / active EE | $5,261 | $9,750-46.0% | $9,284-43.3% | $6,730-21.8% |
| Admin fee / account holder | $3 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |