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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,132 | $65,961+32.1% | $180,320-51.7% | $94,015-7.3% |
| Participation rate | 96.2% | 61.3%+34.9pp | 71.5%+24.6pp | 70.8%+25.3pp |
| Annual return | 11.73% | 14.27%-2.5pp | 778.54%-766.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $3,313 | $1,737+90.7% | $4,108-19.3% | $2,790+18.7% |
| Participant deferral / active EE | $4,903 | $3,003+63.3% | $4,304+13.9% | $4,249+15.4% |
| Admin fee / account holder | $96 | $4,901-98.0% | $10,000-99.0% | $8,951-98.9% |