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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,427 | $136,860+64.0% | $120,344+86.5% | $154,746+45.0% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 17.83% | 21.38%-3.5pp | 20.30%-2.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,613 | $3,533+30.6% | $3,020+52.7% | $4,379+5.3% |
| Participant deferral / active EE | $16,493 | $5,793+184.7% | $5,135+221.2% | $6,730+145.1% |
| Admin fee / account holder | $66 | $15,393-99.6% | $12,742-99.5% | $14,365-99.5% |