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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,663 | $153,769+36.3% | $133,975+56.5% | $273,972-23.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.87% | 36.51%-25.6pp | 29.29%-18.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,832 | $6,029-53.0% | $5,211-45.7% | $4,869-41.8% |
| Participant deferral / active EE | $5,620 | $6,958-19.2% | $6,282-10.5% | $5,287+6.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |