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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,169 | $84,236+9.4% | $170,435-45.9% | $70,126+31.4% |
| Participation rate | 76.8% | 70.8%+6.0pp | 83.6%-6.8pp | 69.5%+7.3pp |
| Annual return | 14.34% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,721 | $3,387-49.2% | $5,432-68.3% | $2,343-26.5% |
| Participant deferral / active EE | $3,833 | $3,086+24.2% | $4,939-22.4% | $3,332+15.0% |
| Admin fee / account holder | $117 | $5,698-97.9% | $13,881-99.2% | $4,645-97.5% |