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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,944 | $99,053+67.5% | $88,179+88.2% | $138,895+19.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.80% | 78.17%-60.4pp | 64.97%-47.2pp | 145.39%-127.6pp |
| Employer contribution / active EE | $6,311 | $2,882+119.0% | $2,549+147.5% | $4,194+50.5% |
| Participant deferral / active EE | $4,776 | $5,225-8.6% | $4,614+3.5% | $6,396-25.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |