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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,783 | $63,861+62.5% | $104,639-0.8% | $79,856+30.0% |
| Participation rate | 92.3% | 64.9%+27.4pp | 74.1%+18.2pp | 69.6%+22.7pp |
| Annual return | 12.76% | 21.30%-8.5pp | 340.67%-327.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,152 | $1,588-27.5% | $2,682-57.0% | $2,471-53.4% |
| Participant deferral / active EE | $2,124 | $2,693-21.1% | $3,738-43.2% | $3,741-43.2% |
| Admin fee / account holder | $172 | $4,185-95.9% | $6,465-97.3% | $5,306-96.8% |