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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,414 | $87,059-12.2% | $105,608-27.6% | $80,925-5.6% |
| Participation rate | 76.7% | 70.4%+6.2pp | 75.3%+1.4pp | 67.7%+9.0pp |
| Annual return | 15.73% | 17.05%-1.3pp | 116.50%-100.8pp | 35.65%-19.9pp |
| Employer contribution / active EE | $3,366 | $2,396+40.5% | $3,167+6.3% | $2,756+22.1% |
| Participant deferral / active EE | $3,117 | $3,986-21.8% | $5,010-37.8% | $4,299-27.5% |
| Admin fee / account holder | $210 | $8,443-97.5% | $11,028-98.1% | $6,940-97.0% |