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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,937 | $135,956+42.6% | $123,894+56.5% | $273,972-29.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.02% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,434 | $5,170-72.3% | $4,617-68.9% | $4,869-70.5% |
| Participant deferral / active EE | $22,000 | $6,343+246.9% | $5,984+267.6% | $5,287+316.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |