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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,861 | $101,063+32.5% | $81,473+64.3% | $147,586-9.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 18.38% | 32.41%-14.0pp | 38.78%-20.4pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,268 | $3,206-29.2% | $2,568-11.7% | $4,876-53.5% |
| Participant deferral / active EE | $5,529 | $4,242+30.3% | $3,537+56.3% | $5,439+1.7% |
| Admin fee / account holder | $40 | $5,812-99.3% | $4,561-99.1% | $10,886-99.6% |