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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,228 | $178,174+37.6% | $156,181+57.0% | $137,256+78.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 14.91% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,224 | $4,972-35.2% | $4,294-24.9% | $4,156-22.4% |
| Participant deferral / active EE | $8,788 | $6,888+27.6% | $6,132+43.3% | $6,407+37.2% |
| Admin fee / account holder | $109 | $17,404-99.4% | $14,586-99.3% | $12,270-99.1% |