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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,841 | $110,410+50.2% | $102,437+61.9% | $145,897+13.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.90% | 24.85%-9.9pp | 24.95%-10.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $7,436 | $4,217+76.3% | $3,871+92.1% | $4,663+59.5% |
| Participant deferral / active EE | $9,100 | $5,622+61.9% | $5,060+79.8% | $6,689+36.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |