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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,262 | $48,327+150.9% | $67,575+79.4% | $80,935+49.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 72.9%-1.5pp | 67.7%+3.8pp |
| Annual return | 14.70% | 18.31%-3.6pp | 3528.98%-3514.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,510 | $2,022+24.1% | $2,736-8.2% | $2,757-8.9% |
| Participant deferral / active EE | $4,956 | $2,927+69.3% | $4,003+23.8% | $4,299+15.3% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |