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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,013 | $98,776-14.9% | $149,745-43.9% | $79,856+5.2% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 20.17% | 27.38%-7.2pp | 276.72%-256.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $4,856 | $3,217+50.9% | $4,646+4.5% | $2,471+96.5% |
| Participant deferral / active EE | $5,162 | $5,681-9.1% | $6,843-24.6% | $3,741+38.0% |
| Admin fee / account holder | $100 | $6,053-98.3% | $9,312-98.9% | $5,306-98.1% |