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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,259 | $135,956+46.6% | $123,894+60.8% | $273,972-27.3% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 8.08% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $16,881 | $5,170+226.5% | $4,617+265.7% | $4,869+246.7% |
| Participant deferral / active EE | $5,900 | $6,343-7.0% | $5,984-1.4% | $5,287+11.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |