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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,528 | $122,219+59.2% | $147,096+32.2% | $199,921-2.7% |
| Participation rate | 75.3% | 78.3%-3.0pp | 82.2%-6.9pp | 72.0%+3.3pp |
| Annual return | 26.08% | 30.59%-4.5pp | 419.75%-393.7pp | 34.28%-8.2pp |
| Employer contribution / active EE | $1,987 | $4,096-51.5% | $4,936-59.7% | $3,035-34.5% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $2 | $179-98.9% | $13,005-100.0% | $269-99.3% |