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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,502 | $108,922+128.1% | $100,398+147.5% | $145,978+70.2% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 27.37% | 58.04%-30.7pp | 49.32%-22.0pp | 550.52%-523.2pp |
| Employer contribution / active EE | $1,060 | $4,426-76.0% | $3,946-73.1% | $4,662-77.3% |
| Participant deferral / active EE | $6,610 | $8,450-21.8% | $8,084-18.2% | $6,690-1.2% |
| Admin fee / account holder | $167 | $9,680-98.3% | $7,893-97.9% | $13,400-98.8% |