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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,119 | $172,111+17.4% | $150,298+34.5% | $137,256+47.3% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 14.34% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $15,184 | $4,636+227.5% | $4,154+265.5% | $4,156+265.3% |
| Participant deferral / active EE | $6,321 | $6,166+2.5% | $5,453+15.9% | $6,407-1.3% |
| Admin fee / account holder | $274 | $16,471-98.3% | $14,116-98.1% | $12,270-97.8% |