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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,209 | $113,568+17.3% | $67,560+97.2% | $200,096-33.4% |
| Participation rate | 86.7% | 73.3%+13.3pp | 72.9%+13.7pp | 72.0%+14.6pp |
| Annual return | 20.16% | 15.88%+4.3pp | 3533.50%-3513.3pp | 34.26%-14.1pp |
| Employer contribution / active EE | $2,377 | $3,409-30.3% | $2,737-13.2% | $3,038-21.8% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,004-100.0% | $5,090-100.0% |
| Admin fee / account holder | $1 | $102-99.0% | $3,994-100.0% | $269-99.6% |