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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,110 | $107,809+112.5% | $97,032+136.1% | $155,188+47.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 35.45% | 38.06%-2.6pp | 35.38%+0.1pp | 148.84%-113.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |