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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,592 | $110,337+17.5% | $102,383+26.6% | $145,877-11.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 11.39% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,834 | $4,216-9.1% | $3,870-0.9% | $4,663-17.8% |
| Participant deferral / active EE | $7,280 | $5,621+29.5% | $5,060+43.9% | $6,691+8.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |