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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,666 | $110,337+65.6% | $102,383+78.4% | $145,877+25.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.95% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $9,660 | $4,216+129.1% | $3,870+149.6% | $4,663+107.2% |
| Participant deferral / active EE | $9,222 | $5,621+64.1% | $5,060+82.3% | $6,691+37.8% |
| Admin fee / account holder | $49 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |