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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,170 | $84,236+32.0% | $170,435-34.8% | $70,126+58.5% |
| Participation rate | 70.6% | 70.8%-0.2pp | 83.6%-13.0pp | 69.5%+1.0pp |
| Annual return | 13.18% | 23.06%-9.9pp | 205.94%-192.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $564 | $3,387-83.4% | $5,432-89.6% | $2,343-75.9% |
| Participant deferral / active EE | $7,804 | $3,086+152.9% | $4,939+58.0% | $3,332+134.2% |
| Admin fee / account holder | $263 | $5,698-95.4% | $13,881-98.1% | $4,645-94.3% |