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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,576 | $100,073-10.5% | $85,126+5.2% | $145,877-38.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 9.47% | 84.11%-74.6pp | 66.63%-57.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,071 | $3,236-36.0% | $2,731-24.2% | $4,663-55.6% |
| Participant deferral / active EE | $2,230 | $5,294-57.9% | $4,523-50.7% | $6,691-66.7% |
| Admin fee / account holder | $25 | $7,261-99.7% | $6,160-99.6% | $13,402-99.8% |