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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,147 | $124,314+1.5% | $109,163+15.6% | $167,518-24.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 15.76% | 26.04%-10.3pp | 25.75%-10.0pp | 478.71%-462.9pp |
| Employer contribution / active EE | $2,306 | $4,209-45.2% | $3,723-38.1% | $4,838-52.3% |
| Participant deferral / active EE | $7,306 | $5,256+39.0% | $4,654+57.0% | $6,342+15.2% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |