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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,384 | $135,956+50.3% | $123,894+65.0% | $273,972-25.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,127 | $5,170+57.2% | $4,617+76.0% | $4,869+66.9% |
| Participant deferral / active EE | $5,222 | $6,343-17.7% | $5,984-12.7% | $5,287-1.2% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |