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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,561 | $232,540-47.3% | $185,117-33.8% | $147,586-17.0% |
| Participation rate | 94.7% | 82.4%+12.4pp | 77.3%+17.5pp | 82.8%+11.9pp |
| Annual return | 17.63% | 43.03%-25.4pp | 40.50%-22.9pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,973 | $5,195-62.0% | $4,182-52.8% | $4,876-59.5% |
| Participant deferral / active EE | $5,390 | $5,834-7.6% | $5,045+6.8% | $5,439-0.9% |
| Admin fee / account holder | $264 | $10,275-97.4% | $8,159-96.8% | $10,886-97.6% |