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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,946 | $106,247+15.7% | $96,515+27.4% | $139,466-11.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 22.21% | 38.47%-16.3pp | 35.73%-13.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $9,227 | $4,106+124.7% | $3,740+146.7% | $4,754+94.1% |
| Participant deferral / active EE | $7,718 | $5,456+41.5% | $4,880+58.2% | $6,712+15.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |