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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,297 | $77,638+61.4% | $156,551-20.0% | $62,881+99.3% |
| Participation rate | 98.4% | 71.2%+27.2pp | 84.0%+14.3pp | 69.3%+29.1pp |
| Annual return | 6.87% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,354 | $3,444-60.7% | $5,501-75.4% | $2,281-40.7% |
| Participant deferral / active EE | $2,433 | $3,046-20.1% | $4,871-50.1% | $3,203-24.0% |
| Admin fee / account holder | $276 | $5,561-95.0% | $13,028-97.9% | $4,296-93.6% |