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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,709 | $116,203+0.4% | $93,621+24.7% | $152,897-23.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.8%+11.7pp | 82.5%+5.0pp |
| Annual return | 24.47% | 35.96%-11.5pp | 32.76%-8.3pp | 345.43%-321.0pp |
| Employer contribution / active EE | $2,172 | $3,219-32.5% | $2,719-20.1% | $4,764-54.4% |
| Participant deferral / active EE | $9,216 | $4,605+100.1% | $4,070+126.5% | $5,851+57.5% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |