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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,576 | $99,921-10.4% | $85,009+5.4% | $145,959-38.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 9.47% | 83.89%-74.4pp | 66.47%-57.0pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,071 | $3,233-36.0% | $2,728-24.1% | $4,661-55.6% |
| Participant deferral / active EE | $2,230 | $5,293-57.9% | $4,522-50.7% | $6,689-66.7% |
| Admin fee / account holder | $25 | $7,252-99.7% | $6,153-99.6% | $13,398-99.8% |