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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,597 | $209,336+6.8% | $197,124+13.4% | $137,256+62.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.88% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $15,891 | $6,591+141.1% | $6,227+155.2% | $4,156+282.4% |
| Participant deferral / active EE | $19,923 | $9,614+107.2% | $9,135+118.1% | $6,407+211.0% |
| Admin fee / account holder | $242 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |