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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,697 | $126,661+64.8% | $113,397+84.0% | $138,895+50.3% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 19.33% | 25.05%-5.7pp | 23.20%-3.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $5,007 | $3,456+44.9% | $2,977+68.2% | $4,194+19.4% |
| Participant deferral / active EE | $9,726 | $5,693+70.8% | $5,076+91.6% | $6,396+52.1% |
| Admin fee / account holder | $148 | $14,549-99.0% | $11,957-98.8% | $12,562-98.8% |