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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,923 | $110,212+21.5% | $96,534+38.7% | $139,466-4.0% |
| Participation rate | 86.4% | 78.1%+8.2pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 18.04% | 26.42%-8.4pp | 25.88%-7.8pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,169 | $3,620-67.7% | $2,965-60.6% | $4,754-75.4% |
| Participant deferral / active EE | $4,237 | $5,547-23.6% | $4,851-12.7% | $6,712-36.9% |
| Admin fee / account holder | $30 | $11,599-99.7% | $8,253-99.6% | $11,409-99.7% |