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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,692 | $81,358+42.2% | $155,556-25.6% | $80,959+42.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.63% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,735 | $3,106-44.2% | $4,675-62.9% | $2,757-37.1% |
| Participant deferral / active EE | $1,754 | $3,455-49.2% | $5,631-68.9% | $4,300-59.2% |
| Admin fee / account holder | $242 | $7,994-97.0% | $15,885-98.5% | $6,925-96.5% |