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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,863 | $197,603+12.3% | $177,827+24.8% | $158,950+39.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.89% | 58.76%-39.9pp | 48.32%-29.4pp | 302.91%-284.0pp |
| Employer contribution / active EE | $3,200 | $6,698-52.2% | $5,918-45.9% | $4,762-32.8% |
| Participant deferral / active EE | $13,231 | $8,404+57.4% | $7,713+71.5% | $5,983+121.1% |
| Admin fee / account holder | $43 | $15,402-99.7% | $12,429-99.7% | $11,248-99.6% |