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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,499 | $54,763+94.5% | $90,324+17.9% | $72,976+45.9% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 16.66% | 30.63%-14.0pp | 78.15%-61.5pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,213 | $2,093-42.1% | $2,856-57.5% | $2,440-50.3% |
| Participant deferral / active EE | $2,249 | $2,887-22.1% | $3,885-42.1% | $3,608-37.7% |
| Admin fee / account holder | $110 | $3,973-97.2% | $5,356-97.9% | $5,124-97.8% |