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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,551 | $116,203+8.0% | $93,621+34.1% | $152,897-17.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.21% | 35.96%-11.8pp | 32.76%-8.6pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,408 | $3,219-56.3% | $2,719-48.2% | $4,764-70.4% |
| Participant deferral / active EE | $3,103 | $4,605-32.6% | $4,070-23.7% | $5,851-47.0% |
| Admin fee / account holder | $265 | $10,751-97.5% | $7,890-96.6% | $11,599-97.7% |