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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,567 | $74,706+125.6% | $75,717+122.6% | $79,393+112.3% |
| Participation rate | 88.5% | 75.3%+13.2pp | 74.8%+13.7pp | 70.7%+17.8pp |
| Annual return | 35.09% | 18.52%+16.6pp | 104.58%-69.5pp | 116.87%-81.8pp |
| Employer contribution / active EE | $5,520 | $2,590+113.1% | $2,743+101.2% | $2,428+127.4% |
| Participant deferral / active EE | $5,550 | $3,533+57.1% | $3,821+45.3% | $4,046+37.2% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |