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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,425 | $98,240+7.3% | $82,312+28.1% | $147,586-28.6% |
| Participation rate | 78.3% | 79.7%-1.5pp | 76.9%+1.4pp | 82.8%-4.6pp |
| Annual return | 15.71% | 30.85%-15.1pp | 25.88%-10.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,855 | $3,192-41.9% | $2,428-23.6% | $4,876-62.0% |
| Participant deferral / active EE | $4,272 | $4,383-2.5% | $3,706+15.3% | $5,439-21.5% |
| Admin fee / account holder | $60 | $8,563-99.3% | $5,608-98.9% | $10,886-99.4% |