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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,124 | $185,312+26.9% | $161,489+45.6% | $154,746+51.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.38% | 103.84%-89.5pp | 89.72%-75.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,395 | $4,769-7.8% | $4,268+3.0% | $4,379+0.4% |
| Participant deferral / active EE | $23,000 | $6,350+262.2% | $5,630+308.5% | $6,730+241.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |