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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,873 | $142,426-16.5% | $115,167+3.2% | $152,909-22.3% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 22.71% | 41.48%-18.8pp | 35.60%-12.9pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,499 | $4,011-62.6% | $3,179-52.8% | $4,764-68.5% |
| Participant deferral / active EE | $2,190 | $5,165-57.6% | $4,169-47.5% | $5,851-62.6% |
| Admin fee / account holder | $18 | $8,464-99.8% | $7,089-99.7% | $11,601-99.8% |