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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,212 | $101,795+65.2% | $165,100+1.9% | $80,959+107.8% |
| Participation rate | 97.7% | 71.8%+25.8pp | 78.6%+19.1pp | 67.7%+30.0pp |
| Annual return | 11.46% | 16.73%-5.3pp | 70.21%-58.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $13,140 | $2,954+344.9% | $4,348+202.2% | $2,757+376.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | -$1,184 | $8,221-114.4% | $12,696-109.3% | $6,925-117.1% |