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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,339 | $135,956+42.9% | $123,894+56.9% | $273,972-29.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.34% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,538 | $5,170-50.9% | $4,617-45.0% | $4,869-47.9% |
| Participant deferral / active EE | $12,430 | $6,343+96.0% | $5,984+107.7% | $5,287+135.1% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |