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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,750 | $147,556+61.8% | $129,031+85.0% | $198,609+20.2% |
| Participation rate | 72.7% | 77.2%-4.5pp | 73.4%-0.6pp | 82.4%-9.7pp |
| Annual return | 17.59% | 37.41%-19.8pp | 34.67%-17.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $17,163 | $3,645+370.9% | $3,226+432.0% | $5,055+239.5% |
| Participant deferral / active EE | $17,091 | $5,760+196.7% | $5,217+227.6% | $6,977+145.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |