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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,533 | $102,609+120.8% | $98,090+130.9% | $138,895+63.1% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 20.39% | 36.44%-16.1pp | 37.05%-16.7pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,244 | $3,867-42.0% | $3,606-37.8% | $4,194-46.5% |
| Participant deferral / active EE | $5,464 | $8,167-33.1% | $7,845-30.4% | $6,396-14.6% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |