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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,279 | $174,379+37.8% | $152,093+58.0% | $138,895+73.0% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 15.67% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $8,354 | $4,652+79.6% | $4,175+100.1% | $4,194+99.2% |
| Participant deferral / active EE | $7,958 | $6,159+29.2% | $5,451+46.0% | $6,396+24.4% |
| Admin fee / account holder | $292 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |