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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,884 | $58,493+55.4% | $84,021+8.2% | $72,975+24.5% |
| Participation rate | 82.1% | 61.2%+20.9pp | 69.0%+13.1pp | 69.5%+12.7pp |
| Annual return | 22.52% | 28.93%-6.4pp | 71.32%-48.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,006 | $2,394+109.1% | $3,239+54.6% | $3,608+38.8% |
| Admin fee / account holder | $190 | $4,569-95.9% | $6,102-96.9% | $5,124-96.3% |