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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,379 | $135,956+10.6% | $123,894+21.4% | $273,972-45.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,951 | $5,170-23.6% | $4,617-14.4% | $4,869-18.8% |
| Participant deferral / active EE | $11,035 | $6,343+74.0% | $5,984+84.4% | $5,287+108.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |