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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,124 | $181,062+33.7% | $158,223+53.0% | $155,188+56.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 12.86% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,926 | $4,565-35.9% | $4,109-28.8% | $4,248-31.1% |
| Participant deferral / active EE | $8,292 | $6,134+35.2% | $5,467+51.7% | $6,531+27.0% |
| Admin fee / account holder | $5 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |