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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,428 | $106,247+17.1% | $96,515+28.9% | $139,466-10.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 22.21% | 38.47%-16.3pp | 35.73%-13.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,475 | $4,106-64.1% | $3,740-60.6% | $4,754-69.0% |
| Participant deferral / active EE | $2,907 | $5,456-46.7% | $4,880-40.4% | $6,712-56.7% |
| Admin fee / account holder | $66 | $7,885-99.2% | $6,735-99.0% | $11,409-99.4% |