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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,519 | $103,393-19.2% | $87,103-4.1% | $152,909-45.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 25.53% | 28.10%-2.6pp | 28.19%-2.7pp | 345.46%-319.9pp |
| Employer contribution / active EE | $2,375 | $3,221-26.3% | $2,521-5.8% | $4,764-50.1% |
| Participant deferral / active EE | $8,346 | $4,778+74.7% | $4,049+106.1% | $5,851+42.6% |
| Admin fee / account holder | $18 | $12,195-99.8% | $7,491-99.8% | $11,601-99.8% |