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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,632 | $91,179+40.0% | $178,499-28.5% | $79,852+59.8% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 18.47% | 24.19%-5.7pp | 151.10%-132.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $4,312 | $3,256+32.4% | $5,011-14.0% | $2,471+74.5% |
| Participant deferral / active EE | $5,629 | $3,236+73.9% | $5,202+8.2% | $3,740+50.5% |
| Admin fee / account holder | $233 | $6,749-96.5% | $13,986-98.3% | $5,306-95.6% |