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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,645 | $115,814+38.7% | $101,275+58.6% | $158,982+1.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 20.59% | 56.16%-35.6pp | 46.48%-25.9pp | 302.99%-282.4pp |
| Employer contribution / active EE | $4,121 | $4,176-1.3% | $3,660+12.6% | $4,763-13.5% |
| Participant deferral / active EE | $13,325 | $4,958+168.7% | $4,371+204.9% | $5,983+122.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |