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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,822 | $108,922+21.9% | $100,398+32.3% | $145,978-9.0% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 20.96% | 58.04%-37.1pp | 49.32%-28.4pp | 550.52%-529.6pp |
| Employer contribution / active EE | $2,145 | $4,426-51.5% | $3,946-45.6% | $4,662-54.0% |
| Participant deferral / active EE | $12,209 | $8,450+44.5% | $8,084+51.0% | $6,690+82.5% |
| Admin fee / account holder | $64 | $9,680-99.3% | $7,893-99.2% | $13,400-99.5% |