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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,951 | $176,786+15.9% | $146,643+39.8% | $167,536+22.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.78% | 24.04%-12.3pp | 22.75%-11.0pp | 478.82%-467.0pp |
| Employer contribution / active EE | $3,074 | $5,161-40.4% | $4,137-25.7% | $4,839-36.5% |
| Participant deferral / active EE | $6,950 | $6,440+7.9% | $5,506+26.2% | $6,342+9.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |