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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,874 | $135,956+45.5% | $123,894+59.7% | $273,972-27.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 6.76% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $10,619 | $5,170+105.4% | $4,617+130.0% | $4,869+118.1% |
| Participant deferral / active EE | $11,149 | $6,343+75.8% | $5,984+86.3% | $5,287+110.9% |
| Admin fee / account holder | $2 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |