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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,410 | $110,379+86.1% | $102,412+100.6% | $145,884+40.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.66% | 24.84%-15.2pp | 24.94%-15.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $5,419 | $4,216+28.5% | $3,870+40.0% | $4,662+16.2% |
| Participant deferral / active EE | $8,049 | $5,622+43.2% | $5,060+59.1% | $6,690+20.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |