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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,105 | $140,592+18.1% | $123,105+34.9% | $125,389+32.5% |
| Participation rate | 93.3% | 88.2%+5.1pp | 86.8%+6.6pp | 83.2%+10.1pp |
| Annual return | -0.43% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $11,404 | $6,041+88.8% | $5,151+121.4% | $4,866+134.4% |
| Participant deferral / active EE | $13,715 | $6,980+96.5% | $6,229+120.2% | $5,352+156.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |