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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,143 | $223,823-14.2% | $211,142-9.0% | $154,746+24.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 35.18% | 50.39%-15.2pp | 46.84%-11.7pp | 172.34%-137.2pp |
| Employer contribution / active EE | $4,535 | $6,787-33.2% | $6,442-29.6% | $4,379+3.6% |
| Participant deferral / active EE | $12,885 | $9,750+32.1% | $9,284+38.8% | $6,730+91.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |