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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,194 | $127,387+36.0% | $115,038+50.6% | $125,389+38.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.61% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $6,345 | $5,166+22.8% | $4,608+37.7% | $4,866+30.4% |
| Participant deferral / active EE | $10,660 | $6,423+66.0% | $6,026+76.9% | $5,352+99.2% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |