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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,474 | $110,337+64.5% | $102,383+77.3% | $145,877+24.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.82% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $12,789 | $4,216+203.4% | $3,870+230.4% | $4,663+174.3% |
| Participant deferral / active EE | $11,041 | $5,621+96.4% | $5,060+118.2% | $6,691+65.0% |
| Admin fee / account holder | $63 | $9,750-99.3% | $8,391-99.2% | $13,402-99.5% |