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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,274 | $140,578+22.5% | $100,671+71.1% | $125,389+37.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 70.7%+15.0pp | 83.2%+2.5pp |
| Annual return | 0.50% | 24.67%-24.2pp | 20.43%-19.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $14,668 | $5,965+145.9% | $4,012+265.6% | $4,866+201.4% |
| Participant deferral / active EE | $4,816 | $3,981+21.0% | $3,144+53.2% | $5,352-10.0% |
| Admin fee / account holder | $8 | $6,716-99.9% | $4,850-99.8% | $9,541-99.9% |