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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,997 | $135,956+82.4% | $123,894+100.2% | $273,972-9.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.65% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $9,294 | $5,170+79.8% | $4,617+101.3% | $4,869+90.9% |
| Participant deferral / active EE | $13,218 | $6,343+108.4% | $5,984+120.9% | $5,287+150.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |