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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,228 | $199,109+23.2% | $173,730+41.2% | $154,746+58.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 14.91% | 20.02%-5.1pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,224 | $5,311-39.3% | $4,577-29.6% | $4,379-26.4% |
| Participant deferral / active EE | $8,788 | $7,113+23.6% | $6,326+38.9% | $6,730+30.6% |
| Admin fee / account holder | $109 | $20,916-99.5% | $17,523-99.4% | $14,365-99.2% |