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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,217 | $162,821+44.5% | $133,978+75.6% | $158,982+48.0% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 19.21% | 41.95%-22.7pp | 45.10%-25.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,611 | $4,976-47.5% | $3,919-33.4% | $4,763-45.2% |
| Participant deferral / active EE | $5,205 | $5,910-11.9% | $5,047+3.1% | $5,983-13.0% |
| Admin fee / account holder | $297 | $11,742-97.5% | $8,930-96.7% | $11,252-97.4% |