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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,754 | $81,208+62.2% | $98,920+33.2% | $79,856+65.0% |
| Participation rate | 96.7% | 72.5%+24.2pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 27.35% | 60.99%-33.6pp | 196.47%-169.1pp | 31.71%-4.4pp |
| Employer contribution / active EE | $1,273 | $1,960-35.0% | $2,689-52.7% | $2,471-48.5% |
| Participant deferral / active EE | $3,934 | $3,265+20.5% | $4,245-7.3% | $3,741+5.2% |
| Admin fee / account holder | $6 | $6,013-99.9% | $6,643-99.9% | $5,306-99.9% |