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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,178 | $209,336-54.5% | $197,124-51.7% | $137,256-30.7% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.7%+9.1pp | 80.0%+15.9pp |
| Annual return | 21.04% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,286 | $6,591-50.1% | $6,227-47.2% | $4,156-20.9% |
| Participant deferral / active EE | $12,205 | $9,614+26.9% | $9,135+33.6% | $6,407+90.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |