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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,317 | $98,780+88.6% | $60,919+205.8% | $77,906+139.2% |
| Participation rate | 90.3% | 76.7%+13.7pp | 73.1%+17.2pp | 73.7%+16.6pp |
| Annual return | 37.53% | -11.56%+49.1pp | 16.98%+20.5pp | 12.16%+25.4pp |
| Employer contribution / active EE | $2,534 | $3,605-29.7% | $2,704-6.3% | $2,846-11.0% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $1 | $89-99.4% | $3,226-100.0% | $133-99.6% |