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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,954 | $72,177+109.1% | $115,038+31.2% | $59,633+153.1% |
| Participation rate | 85.3% | 72.6%+12.7pp | 81.4%+3.9pp | 68.7%+16.6pp |
| Annual return | 1.94% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $3,261 | $2,841+14.8% | $4,608-29.2% | $2,203+48.1% |
| Participant deferral / active EE | $12,671 | $4,783+164.9% | $6,026+110.3% | $3,192+297.0% |
| Admin fee / account holder | $193 | $4,927-96.1% | $8,175-97.6% | $4,297-95.5% |