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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,333 | $106,280+14.2% | $96,538+25.7% | $139,487-13.0% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 17.24% | 38.48%-21.2pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $6,024 | $4,107+46.7% | $3,740+61.1% | $4,755+26.7% |
| Participant deferral / active EE | $6,292 | $5,457+15.3% | $4,880+28.9% | $6,713-6.3% |
| Admin fee / account holder | $136 | $7,888-98.3% | $6,737-98.0% | $11,407-98.8% |