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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,329 | $149,778+57.8% | $118,946+98.7% | $158,966+48.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 7.08% | 19.95%-12.9pp | 35.89%-28.8pp | 302.95%-295.9pp |
| Employer contribution / active EE | $1,014 | $4,117-75.4% | $3,263-68.9% | $4,762-78.7% |
| Participant deferral / active EE | $1,653 | $5,225-68.4% | $4,266-61.2% | $5,983-72.4% |
| Admin fee / account holder | $175 | $8,604-98.0% | $6,581-97.3% | $11,250-98.4% |