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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,907 | $124,346+25.4% | $111,308+40.1% | $167,536-6.9% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 16.26% | 37.45%-21.2pp | 54.67%-38.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $16,853 | $3,437+390.3% | $2,732+516.9% | $4,839+248.3% |
| Participant deferral / active EE | $9,230 | $5,182+78.1% | $4,487+105.7% | $6,342+45.5% |
| Admin fee / account holder | $18 | $10,621-99.8% | $7,965-99.8% | $12,315-99.9% |