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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,292 | $111,814+37.1% | $103,374+48.3% | $145,959+5.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.98% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $11,485 | $4,214+172.6% | $3,869+196.8% | $4,661+146.4% |
| Participant deferral / active EE | $6,520 | $5,618+16.1% | $5,058+28.9% | $6,689-2.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |