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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,158 | $73,955+24.6% | $96,520-4.5% | $75,181+22.6% |
| Participation rate | 95.6% | 66.4%+29.2pp | 74.3%+21.2pp | 67.2%+28.4pp |
| Annual return | 15.04% | 26.72%-11.7pp | 35.72%-20.7pp | 160.69%-145.6pp |
| Employer contribution / active EE | $5,928 | $2,930+102.3% | $3,739+58.6% | $2,671+122.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $105 | $5,217-98.0% | $6,733-98.4% | $5,650-98.1% |