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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,970 | $86,288+40.2% | $111,306+8.7% | $85,851+40.9% |
| Participation rate | 75.3% | 73.3%+1.9pp | 77.3%-2.1pp | 69.3%+5.9pp |
| Annual return | 11.15% | 19.99%-8.8pp | 54.67%-43.5pp | 318.63%-307.5pp |
| Employer contribution / active EE | $1,831 | $2,044-10.4% | $2,732-33.0% | $2,565-28.6% |
| Participant deferral / active EE | $5,123 | $3,641+40.7% | $4,488+14.2% | $3,952+29.6% |
| Admin fee / account holder | $208 | $8,189-97.5% | $7,966-97.4% | $6,261-96.7% |