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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,244 | $135,956+44.3% | $123,894+58.4% | $273,972-28.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.30% | 56.63%-45.3pp | 47.52%-36.2pp | 41.46%-30.2pp |
| Employer contribution / active EE | $3,282 | $5,170-36.5% | $4,617-28.9% | $4,869-32.6% |
| Participant deferral / active EE | $2,060 | $6,343-67.5% | $5,984-65.6% | $5,287-61.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |