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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,238 | $76,312+26.1% | $67,221+43.2% | $158,982-39.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.54% | 22.77%-10.2pp | 20.72%-8.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $4,599 | $4,476+2.7% | $3,723+23.5% | $4,763-3.4% |
| Participant deferral / active EE | $1,688 | $5,264-67.9% | $4,384-61.5% | $5,983-71.8% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,252-100.0% |