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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,121 | $176,786+19.4% | $146,643+44.0% | $167,536+26.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.30% | 24.04%-12.7pp | 22.75%-11.5pp | 478.82%-467.5pp |
| Employer contribution / active EE | $3,222 | $5,161-37.6% | $4,137-22.1% | $4,839-33.4% |
| Participant deferral / active EE | $5,476 | $6,440-15.0% | $5,506-0.5% | $6,342-13.7% |
| Admin fee / account holder | $105 | $13,262-99.2% | $10,280-99.0% | $12,315-99.2% |