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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,896 | $135,956+78.7% | $123,894+96.1% | $273,972-11.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,740 | $5,170-47.0% | $4,617-40.7% | $4,869-43.7% |
| Participant deferral / active EE | $4,068 | $6,343-35.9% | $5,984-32.0% | $5,287-23.1% |
| Admin fee / account holder | $45 | $9,817-99.5% | $8,357-99.5% | $10,133-99.6% |