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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,598 | $116,203+107.9% | $93,621+158.1% | $152,909+58.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.8%+18.6pp | 82.5%+12.0pp |
| Annual return | 11.89% | 35.96%-24.1pp | 32.76%-20.9pp | 345.46%-333.6pp |
| Employer contribution / active EE | $2,532 | $3,219-21.4% | $2,719-6.9% | $4,764-46.9% |
| Participant deferral / active EE | $13,377 | $4,605+190.5% | $4,070+228.7% | $5,851+128.6% |
| Admin fee / account holder | $290 | $10,751-97.3% | $7,890-96.3% | $11,601-97.5% |