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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,604 | $89,370+19.3% | $141,197-24.5% | $72,976+46.1% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 33.30% | 111.88%-78.6pp | 71.41%-38.1pp | 81.02%-47.7pp |
| Employer contribution / active EE | $2,567 | $3,115-17.6% | $4,736-45.8% | $2,440+5.2% |
| Participant deferral / active EE | $5,956 | $5,419+9.9% | $6,710-11.2% | $3,608+65.1% |
| Admin fee / account holder | $283 | $5,957-95.3% | $10,265-97.2% | $5,124-94.5% |