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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,473 | $95,417+146.8% | $135,974+73.2% | $74,460+216.2% |
| Participation rate | 85.6% | 78.2%+7.4pp | 81.9%+3.7pp | 70.7%+14.8pp |
| Annual return | 22.64% | 32.76%-10.1pp | 68.30%-45.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,282 | $3,878-15.4% | $4,859-32.5% | $2,638+24.4% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |