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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,590 | $115,917+11.8% | $100,535+28.9% | $158,982-18.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 13.32% | 34.80%-21.5pp | 30.90%-17.6pp | 302.99%-289.7pp |
| Employer contribution / active EE | $8,108 | $4,105+97.5% | $3,419+137.2% | $4,763+70.2% |
| Participant deferral / active EE | $8,108 | $6,677+21.4% | $6,271+29.3% | $5,983+35.5% |
| Admin fee / account holder | $13 | $11,002-99.9% | $8,085-99.8% | $11,252-99.9% |