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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,301 | $55,453+57.4% | $170,435-48.8% | $62,293+40.1% |
| Participation rate | 99.6% | 66.4%+33.2pp | 83.6%+16.0pp | 69.5%+30.1pp |
| Annual return | 15.35% | 21.38%-6.0pp | 205.94%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $4,954 | $2,164+129.0% | $5,432-8.8% | $2,042+142.6% |
| Participant deferral / active EE | $1,884 | $2,303-18.2% | $4,939-61.9% | $3,169-40.5% |
| Admin fee / account holder | $5 | $455-98.9% | $13,881-100.0% | $479-99.0% |