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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,023 | $176,786+34.6% | $146,643+62.3% | $167,536+42.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.24% | 24.04%-11.8pp | 22.75%-10.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,875 | $5,161-44.3% | $4,137-30.5% | $4,839-40.6% |
| Participant deferral / active EE | $10,874 | $6,440+68.8% | $5,506+97.5% | $6,342+71.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |