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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,333 | $124,980-38.9% | $108,359-29.6% | $154,746-50.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 16.39% | 45.00%-28.6pp | 36.89%-20.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,884 | $2,851-33.9% | $2,399-21.5% | $4,379-57.0% |
| Participant deferral / active EE | $8,321 | $4,743+75.5% | $4,137+101.1% | $6,730+23.6% |
| Admin fee / account holder | $21 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |