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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,507 | $275,752-41.1% | $256,809-36.7% | $198,609-18.2% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 31.12% | 34.81%-3.7pp | 32.73%-1.6pp | 202.70%-171.6pp |
| Employer contribution / active EE | $11,102 | $7,721+43.8% | $7,263+52.9% | $5,055+119.6% |
| Participant deferral / active EE | $10,340 | $10,037+3.0% | $9,520+8.6% | $6,977+48.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |