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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,292 | $110,379+38.9% | $102,412+49.7% | $145,884+5.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.98% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $11,485 | $4,216+172.4% | $3,870+196.8% | $4,662+146.3% |
| Participant deferral / active EE | $6,520 | $5,622+16.0% | $5,060+28.9% | $6,690-2.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |