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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,103 | $117,846+29.1% | $102,434+48.5% | $145,884+4.3% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.84% | 31.90%-18.1pp | 29.46%-15.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,499 | $3,615-58.5% | $3,023-50.4% | $4,662-67.8% |
| Participant deferral / active EE | $7,719 | $5,733+34.6% | $5,055+52.7% | $6,690+15.4% |
| Admin fee / account holder | $261 | $13,356-98.0% | $9,462-97.2% | $13,392-98.1% |