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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,105 | $153,769+39.2% | $133,975+59.8% | $273,972-21.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.08% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $11,851 | $6,029+96.6% | $5,211+127.4% | $4,869+143.4% |
| Participant deferral / active EE | $9,637 | $6,958+38.5% | $6,282+53.4% | $5,287+82.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |