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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,678 | $106,247+7.9% | $96,515+18.8% | $139,466-17.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 15.65% | 38.47%-22.8pp | 35.73%-20.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,864 | $4,106-30.3% | $3,740-23.4% | $4,754-39.8% |
| Participant deferral / active EE | $6,337 | $5,456+16.2% | $4,880+29.9% | $6,712-5.6% |
| Admin fee / account holder | $52 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |