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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,021 | $90,486+13.9% | $78,676+30.9% | $273,972-62.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 11.07% | 75.62%-64.6pp | 62.19%-51.1pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,640 | $3,175-16.9% | $2,850-7.4% | $4,869-45.8% |
| Participant deferral / active EE | $6,974 | $3,901+78.8% | $3,517+98.3% | $5,287+31.9% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |