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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,233 | $110,240+31.7% | $96,544+50.4% | $139,487+4.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 19.01% | 26.41%-7.4pp | 25.88%-6.9pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,487 | $3,622-59.0% | $2,966-49.9% | $4,755-68.7% |
| Participant deferral / active EE | $4,631 | $5,549-16.5% | $4,851-4.5% | $6,713-31.0% |
| Admin fee / account holder | $225 | $11,602-98.1% | $8,254-97.3% | $11,407-98.0% |