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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,682 | $118,496+14.5% | $98,461+37.8% | $139,466-2.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 18.96%-7.1pp | 21.17%-9.3pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,926 | $3,611-46.6% | $3,049-36.8% | $4,754-59.5% |
| Participant deferral / active EE | $10,953 | $5,393+103.1% | $4,738+131.2% | $6,712+63.2% |
| Admin fee / account holder | $115 | $14,056-99.2% | $8,961-98.7% | $11,409-99.0% |