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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,005 | $46,599+176.8% | $64,101+101.3% | $75,173+71.6% |
| Participation rate | 87.2% | 65.9%+21.3pp | 72.3%+14.9pp | 67.2%+20.0pp |
| Annual return | 23.88% | 26.06%-2.2pp | 33.72%-9.8pp | 160.72%-136.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,699 | $2,837+65.6% | $3,881+21.1% | $4,126+13.9% |
| Admin fee / account holder | $116 | $2,956-96.1% | $3,070-96.2% | $5,651-97.9% |