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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,791 | $104,650+22.1% | $83,854+52.4% | $155,188-17.7% |
| Participation rate | 87.5% | 65.1%+22.4pp | 59.1%+28.4pp | 80.8%+6.7pp |
| Annual return | 17.01% | 28.97%-12.0pp | 31.39%-14.4pp | 148.84%-131.8pp |
| Employer contribution / active EE | $12,196 | $1,196+919.4% | $1,017+1098.9% | $4,248+187.1% |
| Participant deferral / active EE | $767 | $2,367-67.6% | $2,035-62.3% | $6,531-88.3% |
| Admin fee / account holder | $73 | $3,518-97.9% | $3,197-97.7% | $14,480-99.5% |