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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,723 | $102,609+95.6% | $98,090+104.6% | $138,895+44.5% |
| Participation rate | 76.9% | 82.8%-5.9pp | 81.5%-4.6pp | 79.9%-3.0pp |
| Annual return | 21.00% | 36.44%-15.4pp | 37.05%-16.0pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,712 | $3,867-29.9% | $3,606-24.8% | $4,194-35.3% |
| Participant deferral / active EE | $8,229 | $8,167+0.8% | $7,845+4.9% | $6,396+28.7% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |