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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,033 | $106,247+59.1% | $96,515+75.1% | $139,466+21.2% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 13.24% | 38.47%-25.2pp | 35.73%-22.5pp | 373.66%-360.4pp |
| Employer contribution / active EE | $7,444 | $4,106+81.3% | $3,740+99.1% | $4,754+56.6% |
| Participant deferral / active EE | $4,800 | $5,456-12.0% | $4,880-1.6% | $6,712-28.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |