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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,697 | $124,425+67.7% | $112,040+86.3% | $137,256+52.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 19.33% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,007 | $3,411+46.8% | $2,954+69.5% | $4,156+20.5% |
| Participant deferral / active EE | $9,726 | $5,718+70.1% | $5,098+90.8% | $6,407+51.8% |
| Admin fee / account holder | $148 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |