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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,877 | $103,392+35.3% | $87,104+60.6% | $152,897-8.5% |
| Participation rate | 76.9% | 79.4%-2.4pp | 76.9%+0.1pp | 82.5%-5.5pp |
| Annual return | 23.27% | 28.10%-4.8pp | 28.19%-4.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,928 | $3,221-9.1% | $2,521+16.1% | $4,764-38.5% |
| Participant deferral / active EE | $5,588 | $4,778+16.9% | $4,048+38.0% | $5,851-4.5% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |