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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,043 | $67,594+56.9% | $77,361+37.1% | $69,733+52.1% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.0%+18.0pp | 62.5%+30.6pp |
| Annual return | 11.11% | 19.20%-8.1pp | 1011.54%-1000.4pp | 15.22%-4.1pp |
| Employer contribution / active EE | $1,790 | $2,649-32.4% | $2,990-40.1% | $2,250-20.5% |
| Participant deferral / active EE | $3,145 | $3,401-7.5% | $3,911-19.6% | $3,054+3.0% |
| Admin fee / account holder | $118 | $1,159-89.9% | $5,894-98.0% | $3,102-96.2% |