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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,313 | $161,352+37.8% | $134,172+65.7% | $137,256+62.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 14.32% | 28.72%-14.4pp | 25.30%-11.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $16,041 | $4,099+291.4% | $3,420+369.0% | $4,156+286.0% |
| Participant deferral / active EE | $18,583 | $5,552+234.7% | $4,690+296.2% | $6,407+190.0% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |