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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,034 | $156,398+38.1% | $147,318+46.6% | $138,895+55.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 18.11% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $12,851 | $4,853+164.8% | $4,593+179.8% | $4,194+206.4% |
| Participant deferral / active EE | $12,218 | $8,237+48.3% | $7,906+54.5% | $6,396+91.0% |
| Admin fee / account holder | $93 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |