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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,572 | $100,147+42.4% | $81,286+75.4% | $145,877-2.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 12.04% | 34.44%-22.4pp | 24.80%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,221 | $2,977+8.2% | $2,463+30.8% | $4,663-30.9% |
| Participant deferral / active EE | $6,426 | $4,607+39.5% | $3,883+65.5% | $6,691-4.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |