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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,202 | $182,442+25.1% | $163,379+39.7% | $138,895+64.3% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.8%+4.4pp | 79.9%+1.3pp |
| Annual return | 12.08% | 72.74%-60.7pp | 63.41%-51.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,824 | $4,159-56.2% | $3,752-51.4% | $4,194-56.5% |
| Participant deferral / active EE | $12,483 | $6,817+83.1% | $6,282+98.7% | $6,396+95.2% |
| Admin fee / account holder | $154 | $10,396-98.5% | $9,818-98.4% | $12,562-98.8% |