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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,814 | $83,337+33.0% | $67,834+63.4% | $273,972-59.6% |
| Participation rate | 77.8% | 76.4%+1.3pp | 68.8%+9.0pp | 83.0%-5.2pp |
| Annual return | 6.56% | 259.45%-252.9pp | 138.47%-131.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $561 | $3,287-82.9% | $2,403-76.7% | $4,869-88.5% |
| Participant deferral / active EE | $1,047 | $4,088-74.4% | $3,160-66.9% | $5,287-80.2% |
| Admin fee / account holder | $259 | $6,752-96.2% | $4,622-94.4% | $10,133-97.4% |