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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,460 | $197,625+0.9% | $177,840+12.2% | $158,966+25.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.16% | 58.76%-47.6pp | 48.32%-37.2pp | 302.95%-291.8pp |
| Employer contribution / active EE | $1,983 | $6,698-70.4% | $5,919-66.5% | $4,762-58.4% |
| Participant deferral / active EE | $6,571 | $8,405-21.8% | $7,714-14.8% | $5,983+9.8% |
| Admin fee / account holder | $6 | $15,405-100.0% | $12,431-100.0% | $11,250-99.9% |