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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,448 | $135,956+52.6% | $123,894+67.4% | $273,972-24.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,807 | $5,170-65.0% | $4,617-60.9% | $4,869-62.9% |
| Participant deferral / active EE | $7,761 | $6,343+22.4% | $5,984+29.7% | $5,287+46.8% |
| Admin fee / account holder | $49 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |