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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,021 | $103,393+19.0% | $87,103+41.2% | $152,909-19.5% |
| Participation rate | 76.2% | 79.4%-3.2pp | 76.9%-0.7pp | 82.5%-6.3pp |
| Annual return | 23.75% | 28.10%-4.4pp | 28.19%-4.4pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,987 | $3,221-38.3% | $2,521-21.2% | $4,764-58.3% |
| Participant deferral / active EE | $4,000 | $4,778-16.3% | $4,049-1.2% | $5,851-31.6% |
| Admin fee / account holder | $166 | $12,195-98.6% | $7,491-97.8% | $11,601-98.6% |