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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,938 | $53,128+67.4% | $86,582+2.7% | $70,126+26.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 22.47% | 27.66%-5.2pp | 965.08%-942.6pp | 73.15%-50.7pp |
| Employer contribution / active EE | $617 | $2,068-70.2% | $2,839-78.3% | $2,343-73.7% |
| Participant deferral / active EE | $1,808 | $2,695-32.9% | $3,609-49.9% | $3,332-45.7% |
| Admin fee / account holder | $218 | $3,584-93.9% | $4,904-95.6% | $4,645-95.3% |