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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,725 | $66,402+69.8% | $109,907+2.6% | $85,847+31.3% |
| Participation rate | 92.3% | 63.9%+28.4pp | 74.2%+18.1pp | 69.3%+23.0pp |
| Annual return | 13.31% | 19.59%-6.3pp | 29.46%-16.2pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,178 | $1,687-30.2% | $2,844-58.6% | $2,565-54.1% |
| Participant deferral / active EE | $2,134 | $2,842-24.9% | $4,047-47.3% | $3,952-46.0% |
| Admin fee / account holder | $13 | $4,557-99.7% | $6,069-99.8% | $6,261-99.8% |