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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,063 | $106,280+49.7% | $96,538+64.8% | $139,487+14.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.42% | 38.48%-25.1pp | 35.74%-22.3pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,473 | $4,107-39.8% | $3,740-33.9% | $4,755-48.0% |
| Participant deferral / active EE | $6,240 | $5,457+14.4% | $4,880+27.9% | $6,713-7.0% |
| Admin fee / account holder | $105 | $7,888-98.7% | $6,737-98.4% | $11,407-99.1% |