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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,822 | $108,911+22.0% | $100,392+32.3% | $145,884-9.0% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 20.96% | 58.23%-37.3pp | 49.45%-28.5pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,145 | $4,420-51.5% | $3,941-45.6% | $4,662-54.0% |
| Participant deferral / active EE | $12,209 | $8,459+44.3% | $8,090+50.9% | $6,690+82.5% |
| Admin fee / account holder | $64 | $9,698-99.3% | $7,904-99.2% | $13,392-99.5% |