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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,135 | $106,247+27.2% | $96,515+40.0% | $139,466-3.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.32% | 38.47%-26.1pp | 35.73%-23.4pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,247 | $4,106-45.3% | $3,740-39.9% | $4,754-52.7% |
| Participant deferral / active EE | $12,017 | $5,456+120.3% | $4,880+146.3% | $6,712+79.0% |
| Admin fee / account holder | $10 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |