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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,619 | $201,344-19.7% | $184,243-12.3% | $145,877+10.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 34.59% | 29.01%+5.6pp | 28.82%+5.8pp | 551.28%-516.7pp |
| Employer contribution / active EE | $13,742 | $7,022+95.7% | $6,427+113.8% | $4,663+194.7% |
| Participant deferral / active EE | $18,635 | $9,807+90.0% | $9,132+104.0% | $6,691+178.5% |
| Admin fee / account holder | $98 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |