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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,570 | $162,821+23.2% | $133,978+49.7% | $158,982+26.2% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 13.41% | 41.95%-28.5pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,643 | $4,976-46.9% | $3,919-32.6% | $4,763-44.5% |
| Participant deferral / active EE | $5,012 | $5,910-15.2% | $5,047-0.7% | $5,983-16.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |