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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,512 | $135,956+49.0% | $123,894+63.5% | $273,972-26.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $7,000 | $5,170+35.4% | $4,617+51.6% | $4,869+43.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $77 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |