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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,705 | $110,410+116.2% | $102,437+133.0% | $145,897+63.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 11.44% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $4,300 | $4,217+2.0% | $3,871+11.1% | $4,663-7.8% |
| Participant deferral / active EE | $9,010 | $5,622+60.3% | $5,060+78.1% | $6,689+34.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |