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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,161 | $98,776-13.8% | $149,745-43.1% | $79,856+6.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 19.79% | 27.38%-7.6pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,875 | $3,217+51.5% | $4,646+4.9% | $2,471+97.3% |
| Participant deferral / active EE | $4,808 | $5,681-15.4% | $6,843-29.7% | $3,741+28.5% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |