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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,524 | $135,956+76.2% | $123,894+93.3% | $273,972-12.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 7.03% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,571 | $5,170-30.9% | $4,617-22.6% | $4,869-26.7% |
| Participant deferral / active EE | $7,285 | $6,343+14.9% | $5,984+21.7% | $5,287+37.8% |
| Admin fee / account holder | -$331 | $9,817-103.4% | $8,357-104.0% | $10,133-103.3% |