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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,782 | $172,111+31.8% | $150,298+50.9% | $137,256+65.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 12.66% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,109 | $4,636+10.2% | $4,154+23.0% | $4,156+22.9% |
| Participant deferral / active EE | $9,128 | $6,166+48.0% | $5,453+67.4% | $6,407+42.5% |
| Admin fee / account holder | $101 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |