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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,346 | $98,776-12.6% | $149,745-42.3% | $79,856+8.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 18.20% | 27.38%-9.2pp | 276.72%-258.5pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,968 | $3,217-7.7% | $4,646-36.1% | $2,471+20.1% |
| Participant deferral / active EE | $7,721 | $5,681+35.9% | $6,843+12.8% | $3,741+106.4% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |