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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,302 | $201,264-48.2% | $184,185-43.4% | $145,978-28.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.76% | 29.00%-11.2pp | 28.81%-11.1pp | 550.52%-532.8pp |
| Employer contribution / active EE | $12,734 | $7,021+81.4% | $6,426+98.2% | $4,662+173.2% |
| Participant deferral / active EE | $12,662 | $9,806+29.1% | $9,132+38.6% | $6,690+89.3% |
| Admin fee / account holder | $149 | $16,376-99.1% | $13,909-98.9% | $13,400-98.9% |