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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,538 | $103,393+38.8% | $87,103+64.8% | $152,909-6.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 13.84% | 28.10%-14.3pp | 28.19%-14.4pp | 345.46%-331.6pp |
| Employer contribution / active EE | $3,637 | $3,221+12.9% | $2,521+44.3% | $4,764-23.6% |
| Participant deferral / active EE | $8,450 | $4,778+76.8% | $4,049+108.7% | $5,851+44.4% |
| Admin fee / account holder | $229 | $12,195-98.1% | $7,491-96.9% | $11,601-98.0% |