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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,909 | $135,956+72.8% | $123,894+89.6% | $273,972-14.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.06% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $12,316 | $5,170+138.2% | $4,617+166.8% | $4,869+153.0% |
| Participant deferral / active EE | $8,402 | $6,343+32.5% | $5,984+40.4% | $5,287+58.9% |
| Admin fee / account holder | $273 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |