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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,097 | $97,751+70.9% | $103,447+61.5% | $145,877+14.5% |
| Participation rate | 94.1% | 81.1%+13.0pp | 80.5%+13.6pp | 80.3%+13.8pp |
| Annual return | 18.22% | 25.43%-7.2pp | 23.92%-5.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $6,195 | $4,684+32.3% | $4,678+32.4% | $4,663+32.9% |
| Participant deferral / active EE | $19,394 | $6,603+193.7% | $6,624+192.8% | $6,691+189.9% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |