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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,980 | $135,956+58.1% | $123,894+73.5% | $273,972-21.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.93% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,337 | $5,170-54.8% | $4,617-49.4% | $4,869-52.0% |
| Participant deferral / active EE | $6,279 | $6,343-1.0% | $5,984+4.9% | $5,287+18.8% |
| Admin fee / account holder | $239 | $9,817-97.6% | $8,357-97.1% | $10,133-97.6% |