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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,414 | $111,814+73.0% | $103,374+87.1% | $145,959+32.5% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 17.70% | 24.77%-7.1pp | 24.89%-7.2pp | 561.95%-544.2pp |
| Employer contribution / active EE | $10,429 | $4,214+147.5% | $3,869+169.5% | $4,661+123.8% |
| Participant deferral / active EE | $10,625 | $5,618+89.1% | $5,058+110.1% | $6,689+58.9% |
| Admin fee / account holder | $7 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |