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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,333 | $123,155-38.0% | $108,753-29.8% | $155,188-50.8% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 16.39% | 44.73%-28.3pp | 37.47%-21.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,884 | $2,811-33.0% | $2,427-22.3% | $4,248-55.6% |
| Participant deferral / active EE | $8,321 | $4,623+80.0% | $4,115+102.2% | $6,531+27.4% |
| Admin fee / account holder | $21 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |