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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,597 | $275,752-18.9% | $256,809-12.9% | $198,609+12.6% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 19.88% | 34.81%-14.9pp | 32.73%-12.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $15,891 | $7,721+105.8% | $7,263+118.8% | $5,055+214.3% |
| Participant deferral / active EE | $19,923 | $10,037+98.5% | $9,520+109.3% | $6,977+185.6% |
| Admin fee / account holder | $242 | $25,716-99.1% | $25,146-99.0% | $19,030-98.7% |