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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,982 | $81,331+201.2% | $155,534+57.5% | $80,935+202.7% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 12.01% | 33.37%-21.4pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,711 | $3,105-12.7% | $4,675-42.0% | $2,757-1.7% |
| Participant deferral / active EE | $7,598 | $3,454+120.0% | $5,630+35.0% | $4,299+76.7% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |