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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,764 | $114,013+11.2% | $103,693+22.2% | $155,188-18.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.43% | 49.31%-27.9pp | 47.61%-26.2pp | 148.84%-127.4pp |
| Employer contribution / active EE | $5,176 | $3,131+65.3% | $2,920+77.2% | $4,248+21.8% |
| Participant deferral / active EE | $18,350 | $4,970+269.2% | $4,579+300.7% | $6,531+181.0% |
| Admin fee / account holder | $285 | $8,407-96.6% | $7,858-96.4% | $14,480-98.0% |