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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,974 | $100,279-1.3% | $81,353+21.7% | $145,884-32.2% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 16.23% | 34.49%-18.3pp | 24.82%-8.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $3,966 | $2,979+33.1% | $2,464+61.0% | $4,662-14.9% |
| Participant deferral / active EE | $8,887 | $4,611+92.7% | $3,885+128.8% | $6,690+32.8% |
| Admin fee / account holder | $203 | $8,206-97.5% | $5,766-96.5% | $13,392-98.5% |