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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,966 | $117,426+11.5% | $99,470+31.7% | $152,885-14.3% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 22.33% | 31.87%-9.5pp | 30.72%-8.4pp | 345.39%-323.1pp |
| Employer contribution / active EE | $6,038 | $3,014+100.4% | $2,540+137.7% | $4,763+26.8% |
| Participant deferral / active EE | $8,078 | $4,086+97.7% | $3,619+123.2% | $5,851+38.1% |
| Admin fee / account holder | $243 | $7,634-96.8% | $6,252-96.1% | $11,598-97.9% |