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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,815 | $104,251+31.2% | $91,004+50.3% | $147,585-7.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.22% | 27.06%-13.8pp | 4.60%+8.6pp | 578.57%-565.3pp |
| Employer contribution / active EE | $1,565 | $3,116-49.8% | $2,456-36.3% | $4,876-67.9% |
| Participant deferral / active EE | $4,942 | $4,195+17.8% | $3,548+39.3% | $5,439-9.1% |
| Admin fee / account holder | $19 | $8,948-99.8% | $5,417-99.7% | $10,885-99.8% |