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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,738 | $98,240+41.2% | $82,312+68.6% | $147,586-6.0% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 12.12% | 30.85%-18.7pp | 25.88%-13.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $5,462 | $3,192+71.1% | $2,428+124.9% | $4,876+12.0% |
| Participant deferral / active EE | $11,053 | $4,383+152.2% | $3,706+198.2% | $5,439+103.2% |
| Admin fee / account holder | $7 | $8,563-99.9% | $5,608-99.9% | $10,886-99.9% |