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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,633 | $110,410+67.2% | $102,437+80.2% | $145,897+26.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.84% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,032 | $4,217-51.8% | $3,871-47.5% | $4,663-56.4% |
| Participant deferral / active EE | $5,464 | $5,622-2.8% | $5,060+8.0% | $6,689-18.3% |
| Admin fee / account holder | $123 | $9,745-98.7% | $8,388-98.5% | $13,390-99.1% |