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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,143 | $77,638+3.2% | $156,551-48.8% | $62,881+27.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.32% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,749 | $3,444-49.2% | $5,501-68.2% | $2,281-23.3% |
| Participant deferral / active EE | $3,498 | $3,046+14.9% | $4,871-28.2% | $3,203+9.2% |
| Admin fee / account holder | $227 | $5,561-95.9% | $13,028-98.3% | $4,296-94.7% |