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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,575 | $108,285-9.9% | $77,552+25.8% | $158,982-38.6% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 23.93% | 31.69%-7.8pp | 54.82%-30.9pp | 302.99%-279.1pp |
| Employer contribution / active EE | $1,872 | $1,325+41.3% | $987+89.7% | $4,763-60.7% |
| Participant deferral / active EE | $4,414 | $2,455+79.8% | $1,861+137.2% | $5,983-26.2% |
| Admin fee / account holder | $278 | $3,709-92.5% | $2,859-90.3% | $11,252-97.5% |