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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,224 | $110,212+124.3% | $96,534+156.1% | $139,466+77.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 15.90% | 26.42%-10.5pp | 25.88%-10.0pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,846 | $3,620-49.0% | $2,965-37.8% | $4,754-61.2% |
| Participant deferral / active EE | $5,657 | $5,547+2.0% | $4,851+16.6% | $6,712-15.7% |
| Admin fee / account holder | $16 | $11,599-99.9% | $8,253-99.8% | $11,409-99.9% |