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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,969 | $113,339+37.6% | $94,993+64.2% | $147,585+5.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 24.55% | 20.77%+3.8pp | 27.12%-2.6pp | 578.57%-554.0pp |
| Employer contribution / active EE | $1,832 | $3,160-42.0% | $2,603-29.6% | $4,876-62.4% |
| Participant deferral / active EE | $2,647 | $3,777-29.9% | $3,317-20.2% | $5,439-51.3% |
| Admin fee / account holder | $279 | $6,063-95.4% | $4,960-94.4% | $10,885-97.4% |