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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,811 | $94,439+14.2% | $73,658+46.4% | $154,746-30.3% |
| Participation rate | 70.0% | 64.7%+5.3pp | 57.0%+13.0pp | 80.7%-10.7pp |
| Annual return | 13.55% | 28.25%-14.7pp | 29.72%-16.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,414 | $1,257+92.0% | $1,032+133.8% | $4,379-44.9% |
| Participant deferral / active EE | $6,298 | $2,527+149.2% | $2,062+205.4% | $6,730-6.4% |
| Admin fee / account holder | $63 | $3,843-98.4% | $3,357-98.1% | $14,365-99.6% |