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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,119 | $181,062+11.6% | $158,223+27.7% | $155,188+30.2% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 14.34% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $15,184 | $4,565+232.6% | $4,109+269.5% | $4,248+257.4% |
| Participant deferral / active EE | $6,321 | $6,134+3.0% | $5,467+15.6% | $6,531-3.2% |
| Admin fee / account holder | $274 | $18,825-98.5% | $16,047-98.3% | $14,480-98.1% |