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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,014 | $183,539+4.1% | $155,556+22.8% | $145,897+30.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.98% | 61.31%-48.3pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,042 | $5,315-61.6% | $4,675-56.3% | $4,663-56.2% |
| Participant deferral / active EE | $5,684 | $6,467-12.1% | $5,631+0.9% | $6,689-15.0% |
| Admin fee / account holder | $134 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |