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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,559 | $117,846+19.3% | $102,434+37.2% | $145,884-3.6% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 11.63% | 31.90%-20.3pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $5,301 | $3,615+46.7% | $3,023+75.3% | $4,662+13.7% |
| Participant deferral / active EE | $5,842 | $5,733+1.9% | $5,055+15.6% | $6,690-12.7% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |