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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,813 | $154,228+39.9% | $145,433+48.4% | $137,256+57.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.83% | 74.59%-52.8pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,758 | $4,804-21.8% | $4,554-17.5% | $4,156-9.6% |
| Participant deferral / active EE | $14,342 | $8,216+74.5% | $7,897+81.6% | $6,407+123.8% |
| Admin fee / account holder | $216 | $14,344-98.5% | $13,129-98.4% | $12,270-98.2% |