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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,866 | $135,956+73.5% | $123,894+90.4% | $273,972-13.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.35% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $13,149 | $5,170+154.3% | $4,617+184.8% | $4,869+170.1% |
| Participant deferral / active EE | $8,602 | $6,343+35.6% | $5,984+43.7% | $5,287+62.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |