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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,209 | $98,240+6.1% | $82,313+26.6% | $147,585-29.4% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 21.35% | 30.85%-9.5pp | 25.88%-4.5pp | 578.58%-557.2pp |
| Employer contribution / active EE | $1,386 | $3,192-56.6% | $2,428-42.9% | $4,876-71.6% |
| Participant deferral / active EE | $6,111 | $4,383+39.4% | $3,706+64.9% | $5,439+12.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |