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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,721 | $149,778+27.3% | $118,946+60.3% | $158,966+20.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.33% | 19.95%-9.6pp | 35.89%-25.6pp | 302.95%-292.6pp |
| Employer contribution / active EE | $3,113 | $4,117-24.4% | $3,263-4.6% | $4,762-34.6% |
| Participant deferral / active EE | $7,633 | $5,225+46.1% | $4,266+78.9% | $5,983+27.6% |
| Admin fee / account holder | $69 | $8,604-99.2% | $6,581-99.0% | $11,250-99.4% |