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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,756 | $112,729+99.4% | $98,716+127.7% | $137,256+63.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 13.01% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,062 | $2,725-24.4% | $2,279-9.5% | $4,156-50.4% |
| Participant deferral / active EE | $9,490 | $4,640+104.5% | $4,048+134.5% | $6,407+48.1% |
| Admin fee / account holder | $57 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |