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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,739 | $101,069+3.6% | $81,478+28.5% | $147,585-29.0% |
| Participation rate | 78.9% | 74.5%+4.5pp | 68.0%+11.0pp | 82.8%-3.9pp |
| Annual return | 19.83% | 32.40%-12.6pp | 38.78%-18.9pp | 578.57%-558.7pp |
| Employer contribution / active EE | $2,849 | $3,205-11.1% | $2,568+11.0% | $4,876-41.6% |
| Participant deferral / active EE | $7,373 | $4,242+73.8% | $3,537+108.5% | $5,439+35.6% |
| Admin fee / account holder | $155 | $5,812-97.3% | $4,561-96.6% | $10,885-98.6% |