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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,981 | $201,344-47.4% | $184,243-42.5% | $145,877-27.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 18.47% | 29.01%-10.5pp | 28.82%-10.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,718 | $7,022-47.1% | $6,427-42.1% | $4,663-20.3% |
| Participant deferral / active EE | $12,292 | $9,807+25.3% | $9,132+34.6% | $6,691+83.7% |
| Admin fee / account holder | $283 | $16,382-98.3% | $13,914-98.0% | $13,402-97.9% |