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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,292 | $110,337+38.9% | $102,383+49.7% | $145,877+5.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.98% | 24.83%-11.8pp | 24.94%-12.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $11,485 | $4,216+172.4% | $3,870+196.7% | $4,663+146.3% |
| Participant deferral / active EE | $6,520 | $5,621+16.0% | $5,060+28.9% | $6,691-2.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |