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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,867 | $107,809+90.0% | $97,032+111.1% | $155,188+32.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.63% | 38.06%-24.4pp | 35.38%-21.7pp | 148.84%-135.2pp |
| Employer contribution / active EE | $3,211 | $2,911+10.3% | $2,629+22.1% | $4,248-24.4% |
| Participant deferral / active EE | $11,890 | $5,129+131.8% | $4,672+154.5% | $6,531+82.1% |
| Admin fee / account holder | $84 | $10,717-99.2% | $9,418-99.1% | $14,480-99.4% |