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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,244 | $110,278+22.6% | $95,740+41.3% | $139,466-3.0% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 23.90% | 27.19%-3.3pp | 28.41%-4.5pp | 373.66%-349.8pp |
| Employer contribution / active EE | $8,357 | $3,260+156.3% | $2,836+194.7% | $4,754+75.8% |
| Participant deferral / active EE | $9,444 | $4,674+102.0% | $4,244+122.5% | $6,712+40.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |