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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,767 | $110,337+79.2% | $102,383+93.2% | $145,877+35.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 18.85% | 24.83%-6.0pp | 24.94%-6.1pp | 551.28%-532.4pp |
| Employer contribution / active EE | $3,326 | $4,216-21.1% | $3,870-14.1% | $4,663-28.7% |
| Participant deferral / active EE | $7,523 | $5,621+33.8% | $5,060+48.7% | $6,691+12.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |