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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,926 | $135,956+36.0% | $123,894+49.3% | $273,972-32.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $7,948 | $5,170+53.7% | $4,617+72.1% | $4,869+63.2% |
| Participant deferral / active EE | $6,523 | $6,343+2.8% | $5,984+9.0% | $5,287+23.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |