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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,490 | $48,337+85.1% | $67,560+32.5% | $80,959+10.5% |
| Participation rate | 73.0% | 66.4%+6.5pp | 72.9%0pp | 67.7%+5.3pp |
| Annual return | 13.55% | 18.26%-4.7pp | 3533.50%-3519.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,411 | $2,023+68.7% | $2,737+24.7% | $2,757+23.7% |
| Participant deferral / active EE | $2,442 | $2,928-16.6% | $4,004-39.0% | $4,300-43.2% |
| Admin fee / account holder | $11 | $3,695-99.7% | $3,994-99.7% | $6,925-99.8% |