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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,348 | $197,637-39.1% | $177,848-32.3% | $158,982-24.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 9.58% | 58.77%-49.2pp | 48.33%-38.7pp | 302.99%-293.4pp |
| Employer contribution / active EE | $13,455 | $6,698+100.9% | $5,919+127.3% | $4,763+182.5% |
| Participant deferral / active EE | $15,110 | $8,405+79.8% | $7,714+95.9% | $5,983+152.5% |
| Admin fee / account holder | $4 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |