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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,650 | $117,426+19.8% | $99,470+41.4% | $152,885-8.0% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.5%-0.6pp |
| Annual return | 22.26% | 31.87%-9.6pp | 30.72%-8.5pp | 345.39%-323.1pp |
| Employer contribution / active EE | $1,985 | $3,014-34.1% | $2,540-21.8% | $4,763-58.3% |
| Participant deferral / active EE | $6,485 | $4,086+58.7% | $3,619+79.2% | $5,851+10.8% |
| Admin fee / account holder | $50 | $7,634-99.3% | $6,252-99.2% | $11,598-99.6% |