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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,254 | $58,828+75.5% | $78,002+32.4% | $62,881+64.2% |
| Participation rate | 89.7% | 71.1%+18.6pp | 75.5%+14.1pp | 69.3%+20.4pp |
| Annual return | 8.62% | 17.16%-8.5pp | 425.99%-417.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $704 | $1,672-57.9% | $2,470-71.5% | $2,281-69.1% |
| Participant deferral / active EE | $3,491 | $2,686+30.0% | $3,497-0.2% | $3,203+9.0% |
| Admin fee / account holder | $74 | $4,393-98.3% | $5,481-98.7% | $4,296-98.3% |