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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,415 | $50,554+112.5% | $67,681+58.7% | $87,485+22.8% |
| Participation rate | 89.0% | 67.7%+21.3pp | 73.7%+15.3pp | 68.9%+20.1pp |
| Annual return | 11.21% | 17.81%-6.6pp | 590.58%-579.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $6,944 | $1,988+249.2% | $2,678+159.3% | $2,596+167.5% |
| Participant deferral / active EE | $3,809 | $2,961+28.6% | $3,976-4.2% | $4,274-10.9% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |