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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,719 | $106,247+71.0% | $96,515+88.3% | $139,466+30.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 19.26% | 38.47%-19.2pp | 35.73%-16.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $4,217 | $4,106+2.7% | $3,740+12.8% | $4,754-11.3% |
| Participant deferral / active EE | $9,088 | $5,456+66.6% | $4,880+86.2% | $6,712+35.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |