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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,584 | $157,829+37.9% | $136,867+59.0% | $198,609+9.6% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 12.63% | 51.25%-38.6pp | 42.97%-30.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $2,735 | $3,923-30.3% | $3,547-22.9% | $5,055-45.9% |
| Participant deferral / active EE | $13,971 | $5,463+155.7% | $4,924+183.7% | $6,977+100.2% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |