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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,410 | $111,814+83.7% | $103,374+98.7% | $145,959+40.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.66% | 24.77%-15.1pp | 24.89%-15.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $5,419 | $4,214+28.6% | $3,869+40.1% | $4,661+16.3% |
| Participant deferral / active EE | $8,049 | $5,618+43.3% | $5,058+59.1% | $6,689+20.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |