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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,212 | $209,336-7.2% | $197,124-1.5% | $137,256+41.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.12% | 48.09%-28.0pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,508 | $6,591-61.9% | $6,227-59.7% | $4,156-39.7% |
| Participant deferral / active EE | $10,681 | $9,614+11.1% | $9,135+16.9% | $6,407+66.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |