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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,143 | $209,336-8.2% | $197,124-2.5% | $137,256+40.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 35.18% | 48.09%-12.9pp | 44.34%-9.2pp | 220.34%-185.2pp |
| Employer contribution / active EE | $4,535 | $6,591-31.2% | $6,227-27.2% | $4,156+9.1% |
| Participant deferral / active EE | $12,885 | $9,614+34.0% | $9,135+41.1% | $6,407+101.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |