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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,480 | $65,027+63.7% | $90,970+17.0% | $79,852+33.3% |
| Participation rate | 80.6% | 61.6%+19.0pp | 69.0%+11.6pp | 69.6%+11.0pp |
| Annual return | 14.94% | 30.45%-15.5pp | 134.58%-119.6pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,521 | $1,247+21.9% | $2,122-28.4% | $2,471-38.5% |
| Participant deferral / active EE | $6,651 | $2,512+164.8% | $3,373+97.1% | $3,740+77.8% |
| Admin fee / account holder | $84 | $4,535-98.1% | $5,960-98.6% | $5,306-98.4% |