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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,285 | $101,798+20.1% | $165,071-25.9% | $80,935+51.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 12.16% | 16.73%-4.6pp | 70.17%-58.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,432 | $2,954-17.7% | $4,347-44.1% | $2,757-11.8% |
| Participant deferral / active EE | $5,345 | $4,476+19.4% | $6,035-11.4% | $4,299+24.3% |
| Admin fee / account holder | $3 | $8,221-100.0% | $12,695-100.0% | $6,924-100.0% |