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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,054 | $183,539+24.8% | $155,556+47.2% | $145,897+57.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.59% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,536 | $5,315-33.5% | $4,675-24.4% | $4,663-24.2% |
| Participant deferral / active EE | $6,802 | $6,467+5.2% | $5,631+20.8% | $6,689+1.7% |
| Admin fee / account holder | $48 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |