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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,691 | $197,603+22.3% | $177,827+35.9% | $158,950+52.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 33.08% | 58.76%-25.7pp | 48.32%-15.2pp | 302.91%-269.8pp |
| Employer contribution / active EE | $1,529 | $6,698-77.2% | $5,918-74.2% | $4,762-67.9% |
| Participant deferral / active EE | $4,517 | $8,404-46.3% | $7,713-41.4% | $5,983-24.5% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |