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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,040 | $77,164+47.8% | $178,014-35.9% | $80,874+41.0% |
| Participation rate | 70.0% | 65.7%+4.3pp | 77.1%-7.1pp | 67.6%+2.4pp |
| Annual return | 15.32% | 18.09%-2.8pp | 294.80%-279.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,216 | $2,288-3.1% | $3,950-43.9% | $2,756-19.6% |
| Participant deferral / active EE | $4,494 | $4,408+2.0% | $6,276-28.4% | $4,297+4.6% |
| Admin fee / account holder | $131 | $7,164-98.2% | $10,362-98.7% | $6,935-98.1% |