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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,943 | $103,393+34.4% | $87,103+59.5% | $152,909-9.1% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 22.43% | 28.10%-5.7pp | 28.19%-5.8pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,893 | $3,221-41.2% | $2,521-24.9% | $4,764-60.3% |
| Participant deferral / active EE | $6,306 | $4,778+32.0% | $4,049+55.8% | $5,851+7.8% |
| Admin fee / account holder | $10 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |