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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,735 | $113,338+18.9% | $94,993+41.8% | $147,586-8.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 20.46% | 20.80%-0.3pp | 27.14%-6.7pp | 578.59%-558.1pp |
| Employer contribution / active EE | $5,780 | $3,160+82.9% | $2,603+122.0% | $4,876+18.5% |
| Participant deferral / active EE | $3,899 | $3,777+3.2% | $3,317+17.6% | $5,439-28.3% |
| Admin fee / account holder | $18 | $6,063-99.7% | $4,960-99.6% | $10,886-99.8% |