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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,719 | $135,956+4.2% | $123,894+14.4% | $273,972-48.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.68% | 56.63%-49.0pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,906 | $5,170-43.8% | $4,617-37.1% | $4,869-40.3% |
| Participant deferral / active EE | $11,509 | $6,343+81.5% | $5,984+92.3% | $5,287+117.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |