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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,410 | $110,337+86.2% | $102,383+100.6% | $145,877+40.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.66% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.6pp |
| Employer contribution / active EE | $5,419 | $4,216+28.5% | $3,870+40.0% | $4,663+16.2% |
| Participant deferral / active EE | $8,049 | $5,621+43.2% | $5,060+59.1% | $6,691+20.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |