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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,434 | $209,336+13.9% | $197,124+21.0% | $137,256+73.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 13.31% | 48.09%-34.8pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $10,525 | $6,591+59.7% | $6,227+69.0% | $4,156+153.3% |
| Participant deferral / active EE | $15,602 | $9,614+62.3% | $9,135+70.8% | $6,407+143.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |