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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,081 | $153,769+28.8% | $133,975+47.8% | $273,972-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.99% | 36.51%-28.5pp | 29.29%-21.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $49,354 | $6,029+718.7% | $5,211+847.1% | $4,869+913.7% |
| Participant deferral / active EE | $7,000 | $6,958+0.6% | $6,282+11.4% | $5,287+32.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |