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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,813 | $156,398+38.0% | $147,318+46.5% | $138,895+55.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 21.83% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $3,758 | $4,853-22.6% | $4,593-18.2% | $4,194-10.4% |
| Participant deferral / active EE | $14,342 | $8,237+74.1% | $7,906+81.4% | $6,396+124.2% |
| Admin fee / account holder | $216 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |