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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,164 | $72,177+73.4% | $115,037+8.8% | $59,633+109.9% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | -1.20% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $3,393 | $2,841+19.4% | $4,608-26.4% | $2,203+54.0% |
| Participant deferral / active EE | $7,009 | $4,783+46.5% | $6,026+16.3% | $3,192+119.6% |
| Admin fee / account holder | $164 | $4,927-96.7% | $8,175-98.0% | $4,297-96.2% |