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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,868 | $147,594+57.1% | $121,871+90.3% | $198,609+16.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.2%+6.8pp | 82.4%-2.4pp |
| Annual return | 11.18% | 12.94%-1.8pp | 13.57%-2.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $2,044 | $3,007-32.0% | $2,731-25.2% | $5,055-59.6% |
| Participant deferral / active EE | $7,297 | $5,168+41.2% | $4,318+69.0% | $6,977+4.6% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |