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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,067 | $117,829+19.7% | $102,423+37.7% | $145,877-3.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.19% | 31.83%-21.6pp | 29.42%-19.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,218 | $3,615-38.6% | $3,023-26.6% | $4,663-52.4% |
| Participant deferral / active EE | $6,816 | $5,732+18.9% | $5,054+34.9% | $6,691+1.9% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |