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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,252 | $139,948-39.1% | $121,663-29.9% | $154,746-44.9% |
| Participation rate | 78.6% | 78.0%+0.6pp | 74.5%+4.1pp | 80.7%-2.1pp |
| Annual return | 14.23% | 230.52%-216.3pp | 147.54%-133.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,499 | $3,521-29.0% | $3,020-17.3% | $4,379-42.9% |
| Participant deferral / active EE | $11,400 | $5,629+102.5% | $4,887+133.3% | $6,730+69.4% |
| Admin fee / account holder | $14 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |