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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,981 | $201,259-47.3% | $184,200-42.5% | $145,959-27.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 18.47% | 28.98%-10.5pp | 28.80%-10.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $3,718 | $7,018-47.0% | $6,424-42.1% | $4,661-20.2% |
| Participant deferral / active EE | $12,292 | $9,806+25.3% | $9,132+34.6% | $6,689+83.8% |
| Admin fee / account holder | $283 | $16,372-98.3% | $13,907-98.0% | $13,398-97.9% |