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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,279 | $110,337+33.5% | $102,383+43.9% | $145,877+1.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.76% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,369 | $4,216+74.8% | $3,870+90.4% | $4,663+58.0% |
| Participant deferral / active EE | $12,720 | $5,621+126.3% | $5,060+151.4% | $6,691+90.1% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |