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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,982 | $81,276+201.4% | $155,574+57.5% | $80,925+202.7% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 12.01% | 33.36%-21.3pp | 64.87%-52.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,711 | $3,103-12.6% | $4,676-42.0% | $2,756-1.7% |
| Participant deferral / active EE | $7,598 | $3,453+120.1% | $5,629+35.0% | $4,299+76.8% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |