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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,722 | $139,948-35.9% | $121,663-26.3% | $154,746-42.0% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 15.31% | 230.52%-215.2pp | 147.54%-132.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,589 | $3,521-26.5% | $3,020-14.3% | $4,379-40.9% |
| Participant deferral / active EE | $6,293 | $5,629+11.8% | $4,887+28.8% | $6,730-6.5% |
| Admin fee / account holder | $225 | $17,321-98.7% | $14,289-98.4% | $14,365-98.4% |