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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,603 | $140,190+3.9% | $115,756+25.8% | $77,906+86.9% |
| Participation rate | 95.9% | 81.0%+14.9pp | 77.1%+18.9pp | 73.7%+22.3pp |
| Annual return | 20.48% | -13.46%+33.9pp | 143.14%-122.7pp | 12.16%+8.3pp |
| Employer contribution / active EE | $4,111 | $3,169+29.7% | $3,793+8.4% | $2,846+44.4% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $6,254-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $8,124-100.0% | $133-100.0% |