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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,414 | $110,337+75.3% | $102,383+88.9% | $145,877+32.6% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 17.70% | 24.83%-7.1pp | 24.94%-7.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $10,429 | $4,216+147.4% | $3,870+169.5% | $4,663+123.7% |
| Participant deferral / active EE | $10,625 | $5,621+89.0% | $5,060+110.0% | $6,691+58.8% |
| Admin fee / account holder | $7 | $9,750-99.9% | $8,391-99.9% | $13,402-99.9% |