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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,445 | $77,817+74.1% | $123,553+9.6% | $64,173+111.1% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -8.09% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $5,302 | $3,014+75.9% | $4,628+14.6% | $2,381+122.7% |
| Participant deferral / active EE | $13,374 | $5,240+155.2% | $6,426+108.1% | $3,470+285.5% |
| Admin fee / account holder | $258 | $5,519-95.3% | $9,284-97.2% | $4,887-94.7% |