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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,543 | $135,956+63.7% | $123,894+79.6% | $273,972-18.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.77% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,736 | $5,170-47.1% | $4,617-40.7% | $4,869-43.8% |
| Participant deferral / active EE | $4,191 | $6,343-33.9% | $5,984-30.0% | $5,287-20.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |