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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,848 | $197,637+4.2% | $177,848+15.7% | $158,982+29.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 21.48% | 58.77%-37.3pp | 48.33%-26.8pp | 302.99%-281.5pp |
| Employer contribution / active EE | $11,600 | $6,698+73.2% | $5,919+96.0% | $4,763+143.5% |
| Participant deferral / active EE | $7,310 | $8,405-13.0% | $7,714-5.2% | $5,983+22.2% |
| Admin fee / account holder | $61 | $15,406-99.6% | $12,431-99.5% | $11,252-99.5% |