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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,799 | $135,956+52.1% | $123,894+66.9% | $273,972-24.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.96% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $7,560 | $5,170+46.2% | $4,617+63.7% | $4,869+55.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |