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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,692 | $81,233+42.4% | $155,567-25.6% | $80,874+43.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.63% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,735 | $3,101-44.1% | $4,674-62.9% | $2,756-37.1% |
| Participant deferral / active EE | $1,754 | $3,452-49.2% | $5,628-68.8% | $4,297-59.2% |
| Admin fee / account holder | $242 | $7,998-97.0% | $15,916-98.5% | $6,935-96.5% |