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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,950 | $106,247+22.3% | $96,515+34.6% | $139,466-6.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.33% | 38.47%-19.1pp | 35.73%-16.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,372 | $4,106-42.2% | $3,740-36.6% | $4,754-50.1% |
| Participant deferral / active EE | $4,170 | $5,456-23.6% | $4,880-14.5% | $6,712-37.9% |
| Admin fee / account holder | $227 | $7,885-97.1% | $6,735-96.6% | $11,409-98.0% |