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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,304 | $98,240+22.5% | $82,312+46.2% | $147,586-18.5% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 10.32% | 30.85%-20.5pp | 25.88%-15.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $3,065 | $3,192-4.0% | $2,428+26.2% | $4,876-37.2% |
| Participant deferral / active EE | $5,023 | $4,383+14.6% | $3,706+35.5% | $5,439-7.6% |
| Admin fee / account holder | $13 | $8,563-99.8% | $5,608-99.8% | $10,886-99.9% |