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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,003 | $185,312+23.0% | $161,489+41.2% | $154,746+47.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 19.98% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $9,732 | $4,769+104.1% | $4,268+128.0% | $4,379+122.2% |
| Participant deferral / active EE | $17,609 | $6,350+177.3% | $5,630+212.8% | $6,730+161.6% |
| Admin fee / account holder | $236 | $18,654-98.7% | $16,006-98.5% | $14,365-98.4% |