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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,434 | $275,752-13.5% | $256,809-7.2% | $198,609+20.1% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 13.31% | 34.81%-21.5pp | 32.73%-19.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $10,525 | $7,721+36.3% | $7,263+44.9% | $5,055+108.2% |
| Participant deferral / active EE | $15,602 | $10,037+55.4% | $9,520+63.9% | $6,977+123.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |