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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,977 | $135,956+29.4% | $123,894+42.0% | $273,972-35.8% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 6.46% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $10,565 | $5,170+104.4% | $4,617+128.8% | $4,869+117.0% |
| Participant deferral / active EE | $7,376 | $6,343+16.3% | $5,984+23.3% | $5,287+39.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |