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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,349 | $117,829+3.8% | $102,423+19.5% | $145,877-16.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.29% | 31.83%-16.5pp | 29.42%-14.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,837 | $3,615-21.5% | $3,023-6.1% | $4,663-39.2% |
| Participant deferral / active EE | $6,304 | $5,732+10.0% | $5,054+24.7% | $6,691-5.8% |
| Admin fee / account holder | $87 | $13,335-99.3% | $9,455-99.1% | $13,402-99.3% |