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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,097 | $97,078+72.1% | $103,065+62.1% | $145,897+14.5% |
| Participation rate | 94.1% | 81.1%+13.0pp | 80.6%+13.6pp | 80.3%+13.8pp |
| Annual return | 18.22% | 25.49%-7.3pp | 23.95%-5.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $6,195 | $4,680+32.4% | $4,675+32.5% | $4,663+32.9% |
| Participant deferral / active EE | $19,394 | $6,601+193.8% | $6,625+192.7% | $6,689+189.9% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |