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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,625 | $98,760-13.3% | $149,715-42.8% | $79,858+7.2% |
| Participation rate | 91.6% | 75.8%+15.8pp | 82.5%+9.1pp | 69.6%+21.9pp |
| Annual return | 17.76% | 27.43%-9.7pp | 276.66%-258.9pp | 31.72%-14.0pp |
| Employer contribution / active EE | $5,932 | $3,217+84.4% | $4,645+27.7% | $2,471+140.1% |
| Participant deferral / active EE | $5,889 | $5,681+3.7% | $6,842-13.9% | $3,740+57.4% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |