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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,247 | $110,240+39.0% | $96,544+58.7% | $139,487+9.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 18.10% | 26.41%-8.3pp | 25.88%-7.8pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,364 | $3,622-62.3% | $2,966-54.0% | $4,755-71.3% |
| Participant deferral / active EE | $3,424 | $5,549-38.3% | $4,851-29.4% | $6,713-49.0% |
| Admin fee / account holder | $62 | $11,602-99.5% | $8,254-99.3% | $11,407-99.5% |