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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,152 | $201,372+8.3% | $184,260+18.4% | $145,884+49.5% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 17.57% | 29.04%-11.5pp | 28.84%-11.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,950 | $7,024-58.0% | $6,427-54.1% | $4,662-36.7% |
| Participant deferral / active EE | $10,998 | $9,808+12.1% | $9,133+20.4% | $6,690+64.4% |
| Admin fee / account holder | $277 | $16,362-98.3% | $13,898-98.0% | $13,392-97.9% |