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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,121 | $125,758+21.0% | $170,004-10.5% | $75,173+102.4% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 23.70% | 27.20%-3.5pp | 53.39%-29.7pp | 160.65%-137.0pp |
| Employer contribution / active EE | $24,668 | $4,615+434.6% | $6,786+263.5% | $2,670+823.8% |
| Participant deferral / active EE | $17,721 | $6,837+159.2% | $10,408+70.3% | $4,126+329.5% |
| Admin fee / account holder | $3 | $8,173-100.0% | $12,816-100.0% | $5,651-100.0% |