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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,718 | $106,247+25.9% | $96,515+38.5% | $139,466-4.1% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 17.08% | 38.47%-21.4pp | 35.73%-18.6pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,721 | $4,106-33.7% | $3,740-27.2% | $4,754-42.8% |
| Participant deferral / active EE | $8,488 | $5,456+55.6% | $4,880+73.9% | $6,712+26.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |