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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,161 | $108,922+23.2% | $100,398+33.6% | $145,978-8.1% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 15.52% | 58.04%-42.5pp | 49.32%-33.8pp | 550.52%-535.0pp |
| Employer contribution / active EE | $9,998 | $4,426+125.9% | $3,946+153.4% | $4,662+114.5% |
| Participant deferral / active EE | $13,400 | $8,450+58.6% | $8,084+65.8% | $6,690+100.3% |
| Admin fee / account holder | $175 | $9,680-98.2% | $7,893-97.8% | $13,400-98.7% |