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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,952 | $58,311+188.0% | $81,882+105.1% | $80,959+107.5% |
| Participation rate | 94.0% | 63.5%+30.5pp | 72.4%+21.6pp | 67.7%+26.3pp |
| Annual return | 18.24% | 41.85%-23.6pp | 779.47%-761.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $3,993 | $2,347+70.2% | $2,916+36.9% | $2,757+44.8% |
| Participant deferral / active EE | $4,782 | $3,287+45.5% | $4,323+10.6% | $4,300+11.2% |
| Admin fee / account holder | $39 | $4,752-99.2% | $7,360-99.5% | $6,925-99.4% |