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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,702 | $124,346+18.0% | $111,308+31.8% | $167,536-12.4% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 14.00% | 37.45%-23.5pp | 54.67%-40.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,477 | $3,437-57.0% | $2,732-45.9% | $4,839-69.5% |
| Participant deferral / active EE | $6,680 | $5,182+28.9% | $4,487+48.9% | $6,342+5.3% |
| Admin fee / account holder | $64 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |