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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,371 | $148,970+29.1% | $133,698+43.9% | $200,096-3.9% |
| Participation rate | 99.1% | 79.4%+19.8pp | 76.4%+22.7pp | 72.0%+27.1pp |
| Annual return | 14.68% | 27.07%-12.4pp | 580.90%-566.2pp | 34.26%-19.6pp |
| Employer contribution / active EE | $3,889 | $3,561+9.2% | $4,218-7.8% | $3,038+28.0% |
| Participant deferral / active EE | $14,359 | $6,140+133.9% | $7,016+104.7% | $5,090+182.1% |
| Admin fee / account holder | $0 | $144-100.0% | $6,703-100.0% | $269-100.0% |