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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,511 | $136,860-30.2% | $120,344-20.6% | $154,746-38.3% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 18.09% | 21.38%-3.3pp | 20.30%-2.2pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,570 | $3,533-27.2% | $3,020-14.9% | $4,379-41.3% |
| Participant deferral / active EE | $3,515 | $5,793-39.3% | $5,135-31.5% | $6,730-47.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |