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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,174 | $93,617-3.7% | $135,982-33.7% | $75,177+19.9% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 17.01% | 30.89%-13.9pp | 68.32%-51.3pp | 160.75%-143.7pp |
| Employer contribution / active EE | $3,762 | $3,538+6.3% | $4,859-22.6% | $2,671+40.9% |
| Participant deferral / active EE | $6,621 | $6,406+3.4% | $7,760-14.7% | $4,126+60.5% |
| Admin fee / account holder | $109 | $6,980-98.4% | $10,767-99.0% | $5,651-98.1% |