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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,747 | $174,379+34.6% | $152,093+54.3% | $138,895+69.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 15.19% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,815 | $4,652-18.0% | $4,175-8.6% | $4,194-9.0% |
| Participant deferral / active EE | $12,480 | $6,159+102.6% | $5,451+128.9% | $6,396+95.1% |
| Admin fee / account holder | $56 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |