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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,202 | $157,829-18.8% | $136,867-6.3% | $198,609-35.4% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 18.30% | 51.25%-32.9pp | 42.97%-24.7pp | 202.70%-184.4pp |
| Employer contribution / active EE | $12,449 | $3,923+217.4% | $3,547+251.0% | $5,055+146.2% |
| Participant deferral / active EE | $8,674 | $5,463+58.8% | $4,924+76.2% | $6,977+24.3% |
| Admin fee / account holder | $258 | $11,107-97.7% | $10,340-97.5% | $19,030-98.6% |