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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,867 | $135,956+61.7% | $123,894+77.5% | $273,972-19.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.19% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.3pp |
| Employer contribution / active EE | $5,337 | $5,170+3.2% | $4,617+15.6% | $4,869+9.6% |
| Participant deferral / active EE | $17,080 | $6,343+169.3% | $5,984+185.4% | $5,287+223.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |