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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,571 | $136,860+25.4% | $120,344+42.6% | $154,746+10.9% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 13.76% | 21.38%-7.6pp | 20.30%-6.5pp | 172.34%-158.6pp |
| Employer contribution / active EE | $6,923 | $3,533+96.0% | $3,020+129.2% | $4,379+58.1% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |