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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,034 | $154,228+40.1% | $145,433+48.5% | $137,256+57.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.11% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $12,851 | $4,804+167.5% | $4,554+182.2% | $4,156+209.2% |
| Participant deferral / active EE | $12,218 | $8,216+48.7% | $7,897+54.7% | $6,407+90.7% |
| Admin fee / account holder | $93 | $14,344-99.4% | $13,129-99.3% | $12,270-99.2% |