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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,969 | $124,314+72.1% | $109,163+96.0% | $167,518+27.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 10.39% | 26.04%-15.7pp | 25.75%-15.4pp | 478.71%-468.3pp |
| Employer contribution / active EE | $1,713 | $4,209-59.3% | $3,723-54.0% | $4,838-64.6% |
| Participant deferral / active EE | $12,464 | $5,256+137.1% | $4,654+167.8% | $6,342+96.5% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |