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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,290 | $127,386-9.5% | $115,037+0.2% | $125,388-8.1% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | 40.12% | 31.28%+8.8pp | 26.14%+14.0pp | 282.24%-242.1pp |
| Employer contribution / active EE | $3,461 | $5,166-33.0% | $4,608-24.9% | $4,866-28.9% |
| Participant deferral / active EE | $10,983 | $6,423+71.0% | $6,026+82.2% | $5,352+105.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |