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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,934 | $149,778+34.2% | $118,946+68.9% | $158,966+26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.62% | 19.95%-8.3pp | 35.89%-24.3pp | 302.95%-291.3pp |
| Employer contribution / active EE | $5,903 | $4,117+43.4% | $3,263+80.9% | $4,762+24.0% |
| Participant deferral / active EE | $7,034 | $5,225+34.6% | $4,266+64.9% | $5,983+17.6% |
| Admin fee / account holder | $179 | $8,604-97.9% | $6,581-97.3% | $11,250-98.4% |