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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,041 | $135,956+38.3% | $123,894+51.8% | $273,972-31.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.10% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,573 | $5,170-30.9% | $4,617-22.6% | $4,869-26.6% |
| Participant deferral / active EE | $7,556 | $6,343+19.1% | $5,984+26.3% | $5,287+42.9% |
| Admin fee / account holder | $44 | $9,817-99.5% | $8,357-99.5% | $10,133-99.6% |