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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,279 | $172,111+39.6% | $150,298+59.9% | $137,256+75.1% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 15.67% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,354 | $4,636+80.2% | $4,154+101.1% | $4,156+101.0% |
| Participant deferral / active EE | $7,958 | $6,166+29.1% | $5,453+45.9% | $6,407+24.2% |
| Admin fee / account holder | $292 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |