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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,008 | $117,846+42.6% | $102,434+64.0% | $145,884+15.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 13.33% | 31.90%-18.6pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,779 | $3,615-23.1% | $3,023-8.1% | $4,662-40.4% |
| Participant deferral / active EE | $11,176 | $5,733+94.9% | $5,055+121.1% | $6,690+67.1% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |