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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,880 | $135,956+83.1% | $123,894+100.9% | $273,972-9.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.98% | 56.63%-47.7pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,069 | $5,170-40.6% | $4,617-33.5% | $4,869-37.0% |
| Participant deferral / active EE | $16,512 | $6,343+160.3% | $5,984+175.9% | $5,287+212.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |