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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,370 | $91,167+44.1% | $178,498-26.4% | $79,858+64.5% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 16.18% | 24.19%-8.0pp | 151.09%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $4,127 | $3,255+26.8% | $5,011-17.6% | $2,471+67.0% |
| Participant deferral / active EE | $7,244 | $3,236+123.9% | $5,202+39.2% | $3,740+93.7% |
| Admin fee / account holder | $241 | $6,747-96.4% | $13,985-98.3% | $5,306-95.5% |