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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,868 | $103,164+124.8% | $90,259+156.9% | $154,746+49.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 70.7%+9.3pp | 80.7%-0.7pp |
| Annual return | 11.18% | 19.25%-8.1pp | 18.88%-7.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,044 | $2,532-19.3% | $2,291-10.8% | $4,379-53.3% |
| Participant deferral / active EE | $7,297 | $4,422+65.0% | $3,827+90.7% | $6,730+8.4% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |