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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,118 | $72,177+41.5% | $115,038-11.2% | $59,633+71.2% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | -0.55% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,664 | $2,841-6.2% | $4,608-42.2% | $2,203+20.9% |
| Participant deferral / active EE | $5,347 | $4,783+11.8% | $6,026-11.3% | $3,192+67.5% |
| Admin fee / account holder | $67 | $4,927-98.6% | $8,175-99.2% | $4,297-98.4% |