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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,499 | $197,594+25.8% | $177,822+39.7% | $158,931+56.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.44% | 58.76%-38.3pp | 48.32%-27.9pp | 302.86%-282.4pp |
| Employer contribution / active EE | $5,887 | $6,697-12.1% | $5,918-0.5% | $4,761+23.6% |
| Participant deferral / active EE | $4,906 | $8,405-41.6% | $7,714-36.4% | $5,982-18.0% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |