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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,870 | $69,274+41.3% | $64,097+52.7% | $139,487-29.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.73% | 46.00%-30.3pp | 33.75%-18.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $3,747 | $3,187+17.6% | $2,750+36.3% | $4,755-21.2% |
| Participant deferral / active EE | $4,472 | $4,685-4.5% | $3,881+15.2% | $6,713-33.4% |
| Admin fee / account holder | $133 | $4,247-96.9% | $3,070-95.7% | $11,407-98.8% |