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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,407 | $100,125+66.2% | $81,482+104.2% | $145,978+14.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 10.85% | 34.44%-23.6pp | 24.79%-13.9pp | 550.52%-539.7pp |
| Employer contribution / active EE | $5,145 | $2,977+72.8% | $2,463+108.9% | $4,662+10.4% |
| Participant deferral / active EE | $12,688 | $4,609+175.3% | $3,885+226.6% | $6,690+89.7% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |