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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,013 | $135,956+47.1% | $123,894+61.4% | $273,972-27.0% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 11.16% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $3,698 | $5,170-28.5% | $4,617-19.9% | $4,869-24.1% |
| Participant deferral / active EE | $6,120 | $6,343-3.5% | $5,984+2.3% | $5,287+15.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |