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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,225 | $98,766+19.7% | $149,730-21.0% | $79,852+48.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 12.91% | 27.43%-14.5pp | 276.70%-263.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,615 | $3,217-49.8% | $4,645-65.2% | $2,471-34.6% |
| Participant deferral / active EE | $9,877 | $5,681+73.9% | $6,843+44.3% | $3,740+164.1% |
| Admin fee / account holder | $246 | $6,052-95.9% | $9,310-97.4% | $5,306-95.4% |