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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,318 | $101,063+13.1% | $81,473+40.3% | $147,586-22.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 19.12% | 32.41%-13.3pp | 38.78%-19.7pp | 578.59%-559.5pp |
| Employer contribution / active EE | $4,979 | $3,206+55.3% | $2,568+93.9% | $4,876+2.1% |
| Participant deferral / active EE | $14,094 | $4,242+232.2% | $3,537+298.5% | $5,439+159.1% |
| Admin fee / account holder | $17 | $5,812-99.7% | $4,561-99.6% | $10,886-99.8% |