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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,722 | $162,821+38.0% | $133,978+67.7% | $158,982+41.4% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 11.90% | 41.95%-30.0pp | 45.10%-33.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $2,077 | $4,976-58.3% | $3,919-47.0% | $4,763-56.4% |
| Participant deferral / active EE | $5,878 | $5,910-0.6% | $5,047+16.5% | $5,983-1.8% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |