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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,093 | $110,410+21.5% | $102,437+30.9% | $145,897-8.1% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 17.09% | 24.85%-7.8pp | 24.95%-7.9pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,592 | $4,217-38.5% | $3,871-33.0% | $4,663-44.4% |
| Participant deferral / active EE | $7,032 | $5,622+25.1% | $5,060+39.0% | $6,689+5.1% |
| Admin fee / account holder | $49 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |