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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,193 | $135,956+15.6% | $123,894+26.9% | $273,972-42.6% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 9.25% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,797 | $5,170-45.9% | $4,617-39.4% | $4,869-42.5% |
| Participant deferral / active EE | $9,168 | $6,343+44.5% | $5,984+53.2% | $5,287+73.4% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |