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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,507 | $223,823-27.4% | $211,142-23.0% | $154,746+5.0% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 31.12% | 50.39%-19.3pp | 46.84%-15.7pp | 172.34%-141.2pp |
| Employer contribution / active EE | $11,102 | $6,787+63.6% | $6,442+72.3% | $4,379+153.5% |
| Participant deferral / active EE | $10,340 | $9,750+6.0% | $9,284+11.4% | $6,730+53.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |