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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,295 | $201,264-15.9% | $184,185-8.1% | $145,978+16.0% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 32.45% | 29.00%+3.4pp | 28.81%+3.6pp | 550.52%-518.1pp |
| Employer contribution / active EE | $6,312 | $7,021-10.1% | $6,426-1.8% | $4,662+35.4% |
| Participant deferral / active EE | $21,679 | $9,806+121.1% | $9,132+137.4% | $6,690+224.1% |
| Admin fee / account holder | $5 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |