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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,837 | $106,280+21.2% | $96,538+33.5% | $139,487-7.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 13.95% | 38.48%-24.5pp | 35.74%-21.8pp | 373.84%-359.9pp |
| Employer contribution / active EE | $4,538 | $4,107+10.5% | $3,740+21.3% | $4,755-4.6% |
| Participant deferral / active EE | $4,538 | $5,457-16.8% | $4,880-7.0% | $6,713-32.4% |
| Admin fee / account holder | $103 | $7,888-98.7% | $6,737-98.5% | $11,407-99.1% |