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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,432 | $110,410+21.8% | $102,437+31.2% | $145,897-7.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.87% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,556 | $4,217-63.1% | $3,871-59.8% | $4,663-66.6% |
| Participant deferral / active EE | $2,915 | $5,622-48.1% | $5,060-42.4% | $6,689-56.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |