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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,069 | $135,956+56.7% | $123,894+72.0% | $273,972-22.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.51% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $6,808 | $5,170+31.7% | $4,617+47.5% | $4,869+39.8% |
| Participant deferral / active EE | $13,248 | $6,343+108.9% | $5,984+121.4% | $5,287+150.6% |
| Admin fee / account holder | $283 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |