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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,868 | $106,974+116.8% | $90,796+155.4% | $138,895+66.9% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.5%+10.5pp | 79.9%+0.1pp |
| Annual return | 11.18% | 20.10%-8.9pp | 19.29%-8.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $2,044 | $2,609-21.7% | $2,294-10.9% | $4,194-51.3% |
| Participant deferral / active EE | $7,297 | $4,455+63.8% | $3,822+90.9% | $6,396+14.1% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |