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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,041 | $117,433+18.4% | $99,475+39.8% | $152,897-9.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 20.84% | 31.87%-11.0pp | 30.72%-9.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,055 | $3,013+1.4% | $2,540+20.3% | $4,764-35.9% |
| Participant deferral / active EE | $6,051 | $4,086+48.1% | $3,619+67.2% | $5,851+3.4% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |