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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,971 | $232,540+4.9% | $185,117+31.8% | $147,585+65.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 13.15% | 43.03%-29.9pp | 40.50%-27.3pp | 578.57%-565.4pp |
| Employer contribution / active EE | $2,171 | $5,195-58.2% | $4,182-48.1% | $4,876-55.5% |
| Participant deferral / active EE | $9,420 | $5,834+61.5% | $5,045+86.7% | $5,439+73.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |