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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,931 | $92,219+89.7% | $76,767+127.9% | $135,380+29.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 10.20% | 5.46%+4.7pp | 2.43%+7.8pp | 519.81%-509.6pp |
| Employer contribution / active EE | $5,000 | $3,216+55.5% | $2,485+101.2% | $4,779+4.6% |
| Participant deferral / active EE | $2,368 | $4,508-47.5% | $3,852-38.5% | $5,609-57.8% |
| Admin fee / account holder | $30 | $10,749-99.7% | $6,675-99.5% | $10,828-99.7% |