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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,572 | $99,053+42.9% | $88,179+60.6% | $138,895+1.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 14.52% | 78.17%-63.6pp | 64.97%-50.4pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,858 | $2,882-35.5% | $2,549-27.1% | $4,194-55.7% |
| Participant deferral / active EE | $13,262 | $5,225+153.8% | $4,614+187.4% | $6,396+107.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |