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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,271 | $141,004+23.6% | $112,273+55.2% | $139,456+25.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 18.88% | 32.75%-13.9pp | 30.23%-11.3pp | 373.45%-354.6pp |
| Employer contribution / active EE | $2,709 | $4,285-36.8% | $3,431-21.1% | $4,753-43.0% |
| Participant deferral / active EE | $7,794 | $5,878+32.6% | $4,800+62.4% | $6,711+16.1% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |