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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,666 | $111,814+63.4% | $103,378+76.7% | $145,978+25.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.95% | 24.80%-11.9pp | 24.91%-12.0pp | 550.52%-537.6pp |
| Employer contribution / active EE | $9,660 | $4,215+129.2% | $3,870+149.6% | $4,662+107.2% |
| Participant deferral / active EE | $9,222 | $5,618+64.2% | $5,058+82.3% | $6,690+37.9% |
| Admin fee / account holder | $49 | $9,764-99.5% | $8,401-99.4% | $13,400-99.6% |