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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,210 | $115,903+0.3% | $100,528+15.6% | $158,966-26.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 16.25% | 34.80%-18.6pp | 30.90%-14.6pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,875 | $4,105-30.0% | $3,419-15.9% | $4,762-39.6% |
| Participant deferral / active EE | $9,310 | $6,677+39.4% | $6,271+48.5% | $5,983+55.6% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |