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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,434 | $223,823+6.5% | $211,142+12.9% | $154,746+54.1% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 13.31% | 50.39%-37.1pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $10,525 | $6,787+55.1% | $6,442+63.4% | $4,379+140.4% |
| Participant deferral / active EE | $15,602 | $9,750+60.0% | $9,284+68.0% | $6,730+131.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |