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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,093 | $110,337+21.5% | $102,383+31.0% | $145,877-8.1% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 17.09% | 24.83%-7.7pp | 24.94%-7.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $2,592 | $4,216-38.5% | $3,870-33.0% | $4,663-44.4% |
| Participant deferral / active EE | $7,032 | $5,621+25.1% | $5,060+39.0% | $6,691+5.1% |
| Admin fee / account holder | $49 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |