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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,621 | $105,856+7.3% | $90,161+26.0% | $147,586-23.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 15.13% | 37.63%-22.5pp | 34.89%-19.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $555 | $4,126-86.5% | $3,318-83.3% | $4,876-88.6% |
| Participant deferral / active EE | $5,980 | $5,733+4.3% | $5,287+13.1% | $5,439+9.9% |
| Admin fee / account holder | $2 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |