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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,925 | $125,797-24.5% | $170,057-44.2% | $75,177+26.3% |
| Participation rate | 82.4% | 83.6%-1.2pp | 87.0%-4.7pp | 67.2%+15.1pp |
| Annual return | 22.20% | 27.20%-5.0pp | 53.42%-31.2pp | 160.75%-138.6pp |
| Employer contribution / active EE | $7,745 | $4,616+67.8% | $6,790+14.1% | $2,671+190.0% |
| Participant deferral / active EE | $16,008 | $6,838+134.1% | $10,411+53.8% | $4,126+287.9% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,826-100.0% | $5,651-100.0% |