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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,097 | $97,765+70.9% | $103,486+61.5% | $145,884+14.5% |
| Participation rate | 94.1% | 81.1%+13.0pp | 80.5%+13.6pp | 80.3%+13.8pp |
| Annual return | 18.22% | 25.44%-7.2pp | 23.93%-5.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $6,195 | $4,687+32.2% | $4,679+32.4% | $4,662+32.9% |
| Participant deferral / active EE | $19,394 | $6,606+193.6% | $6,628+192.6% | $6,690+189.9% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |