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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,719 | $106,267+71.0% | $96,520+88.3% | $139,456+30.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 19.26% | 38.45%-19.2pp | 35.72%-16.5pp | 373.45%-354.2pp |
| Employer contribution / active EE | $4,217 | $4,105+2.7% | $3,739+12.8% | $4,753-11.3% |
| Participant deferral / active EE | $9,088 | $5,454+66.6% | $4,879+86.3% | $6,711+35.4% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |