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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,782 | $91,037+25.0% | $71,671+58.8% | $147,586-22.9% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 17.68% | 20.48%-2.8pp | 20.65%-3.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,344 | $3,327-29.6% | $2,460-4.7% | $4,876-51.9% |
| Participant deferral / active EE | $4,085 | $4,498-9.2% | $3,438+18.8% | $5,439-24.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |