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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,573 | $135,956+38.0% | $123,894+51.4% | $273,972-31.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.69% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,287 | $5,170-36.4% | $4,617-28.8% | $4,869-32.5% |
| Participant deferral / active EE | $11,115 | $6,343+75.2% | $5,984+85.7% | $5,287+110.2% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |