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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,768 | $107,809+76.0% | $97,032+95.6% | $155,188+22.3% |
| Participation rate | 92.9% | 75.5%+17.4pp | 71.6%+21.3pp | 80.8%+12.1pp |
| Annual return | 13.09% | 38.06%-25.0pp | 35.38%-22.3pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,521 | $2,911-13.4% | $2,629-4.1% | $4,248-40.6% |
| Participant deferral / active EE | $8,969 | $5,129+74.9% | $4,672+92.0% | $6,531+37.3% |
| Admin fee / account holder | $290 | $10,717-97.3% | $9,418-96.9% | $14,480-98.0% |