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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,202 | $114,013+12.4% | $103,693+23.6% | $155,188-17.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 18.30% | 49.31%-31.0pp | 47.61%-29.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $12,449 | $3,131+297.6% | $2,920+326.3% | $4,248+193.1% |
| Participant deferral / active EE | $8,674 | $4,970+74.5% | $4,579+89.4% | $6,531+32.8% |
| Admin fee / account holder | $258 | $8,407-96.9% | $7,858-96.7% | $14,480-98.2% |