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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,488 | $135,956+19.5% | $123,894+31.2% | $273,972-40.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.70% | 56.63%-36.9pp | 47.52%-27.8pp | 41.46%-21.8pp |
| Employer contribution / active EE | $2,183 | $5,170-57.8% | $4,617-52.7% | $4,869-55.2% |
| Participant deferral / active EE | $7,014 | $6,343+10.6% | $5,984+17.2% | $5,287+32.7% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |