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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,940 | $115,917+65.6% | $100,535+90.9% | $158,982+20.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 18.05% | 34.80%-16.8pp | 30.90%-12.9pp | 302.99%-284.9pp |
| Employer contribution / active EE | $7,201 | $4,105+75.4% | $3,419+110.6% | $4,763+51.2% |
| Participant deferral / active EE | $17,875 | $6,677+167.7% | $6,271+185.0% | $5,983+198.7% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |