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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,103 | $117,904+29.0% | $102,457+48.5% | $145,978+4.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.84% | 31.80%-18.0pp | 29.41%-15.6pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,499 | $3,613-58.5% | $3,022-50.4% | $4,662-67.8% |
| Participant deferral / active EE | $7,719 | $5,733+34.6% | $5,054+52.7% | $6,690+15.4% |
| Admin fee / account holder | $261 | $13,329-98.0% | $9,451-97.2% | $13,400-98.1% |