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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,748 | $135,956+43.2% | $123,894+57.2% | $273,972-28.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.82% | 56.63%-34.8pp | 47.52%-25.7pp | 41.46%-19.6pp |
| Employer contribution / active EE | $15,489 | $5,170+199.6% | $4,617+235.5% | $4,869+218.1% |
| Participant deferral / active EE | $15,049 | $6,343+137.3% | $5,984+151.5% | $5,287+184.6% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |