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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,802 | $152,460+11.4% | $118,746+43.0% | $147,586+15.1% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.3%+9.2pp | 82.8%+4.7pp |
| Annual return | 10.73% | 17.41%-6.7pp | 24.54%-13.8pp | 578.59%-567.9pp |
| Employer contribution / active EE | $10,000 | $5,046+98.2% | $4,193+138.5% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |