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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,075 | $209,336-41.7% | $197,124-38.1% | $137,256-11.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 18.80% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,736 | $6,591-28.1% | $6,227-24.0% | $4,156+13.9% |
| Participant deferral / active EE | $13,770 | $9,614+43.2% | $9,135+50.7% | $6,407+114.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |