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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,954 | $110,212+15.2% | $96,534+31.5% | $139,466-9.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 15.94% | 26.42%-10.5pp | 25.88%-9.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,757 | $3,620-51.5% | $2,965-40.8% | $4,754-63.0% |
| Participant deferral / active EE | $3,772 | $5,547-32.0% | $4,851-22.2% | $6,712-43.8% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |