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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,833 | $132,634+53.7% | $115,768+76.1% | $137,256+48.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 16.20% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,436 | $3,360+121.3% | $2,940+152.9% | $4,156+78.9% |
| Participant deferral / active EE | $16,225 | $5,619+188.8% | $4,917+230.0% | $6,407+153.2% |
| Admin fee / account holder | $210 | $15,028-98.6% | $12,439-98.3% | $12,270-98.3% |