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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,667 | $153,769+32.5% | $133,975+52.0% | $273,972-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.65% | 36.51%-25.9pp | 29.29%-18.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $26,988 | $6,029+347.7% | $5,211+417.9% | $4,869+454.3% |
| Participant deferral / active EE | $9,000 | $6,958+29.3% | $6,282+43.3% | $5,287+70.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |