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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,534 | $154,193+2.2% | $130,045+21.1% | $139,466+13.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 23.79% | 32.51%-8.7pp | -137.30%+161.1pp | 373.66%-349.9pp |
| Employer contribution / active EE | $6,199 | $5,292+17.2% | $4,321+43.5% | $4,754+30.4% |
| Participant deferral / active EE | $8,820 | $6,709+31.5% | $5,820+51.6% | $6,712+31.4% |
| Admin fee / account holder | $13 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |