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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,172 | $103,392+12.4% | $87,104+33.4% | $152,897-24.0% |
| Participation rate | 84.2% | 79.4%+4.9pp | 76.9%+7.3pp | 82.5%+1.8pp |
| Annual return | 30.84% | 28.10%+2.7pp | 28.19%+2.7pp | 345.43%-314.6pp |
| Employer contribution / active EE | $2,322 | $3,221-27.9% | $2,521-7.9% | $4,764-51.3% |
| Participant deferral / active EE | $7,060 | $4,778+47.8% | $4,048+74.4% | $5,851+20.7% |
| Admin fee / account holder | $33 | $12,194-99.7% | $7,491-99.6% | $11,599-99.7% |