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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,093 | $111,814+19.9% | $103,378+29.7% | $145,978-8.1% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 17.09% | 24.80%-7.7pp | 24.91%-7.8pp | 550.52%-533.4pp |
| Employer contribution / active EE | $2,592 | $4,215-38.5% | $3,870-33.0% | $4,662-44.4% |
| Participant deferral / active EE | $7,032 | $5,618+25.2% | $5,058+39.0% | $6,690+5.1% |
| Admin fee / account holder | $49 | $9,764-99.5% | $8,401-99.4% | $13,400-99.6% |