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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,768 | $93,598-2.0% | $135,974-32.5% | $75,173+22.1% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 17.75% | 30.89%-13.1pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $3,497 | $3,538-1.1% | $4,859-28.0% | $2,671+30.9% |
| Participant deferral / active EE | $6,302 | $6,405-1.6% | $7,760-18.8% | $4,126+52.7% |
| Admin fee / account holder | $114 | $6,978-98.4% | $10,767-98.9% | $5,651-98.0% |