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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,835 | $90,486+0.4% | $78,676+15.5% | $273,972-66.8% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 5.64% | 75.62%-70.0pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,848 | $3,175+21.2% | $2,850+35.0% | $4,869-21.0% |
| Participant deferral / active EE | $2,146 | $3,901-45.0% | $3,517-39.0% | $5,287-59.4% |
| Admin fee / account holder | $236 | $5,263-95.5% | $4,510-94.8% | $10,133-97.7% |